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The idea that Tesla could enter the vehicle rental market poses a serious challenge to Hertz and its competitors. With its proprietary network and dedicated service infrastructure, Tesla could potentially streamline rentals, bypassing the need for traditional rental agencies altogether. This prospect raises critical questions about how Hertz can adapt to protect its market position.
Conclusion: A Fork in the Road
Investments in Hertz may seem enticing amidst the recovery narrative led by Bill Aman, yet the company faces considerable operational and market risks. The combination of ongoing instability within its leadership, the fallout from previous decisions regarding EV acquisitions, and the looming threat of Tesla's entry into the rental sector creates a precarious situation.