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I feel like there's a big market opportunity to create an EV-only rental car agency that will eventually get rolled up by an Avis or Hertz.

Besides the body damage repair cost mentioned in the article, one other reason for Hertz' decision has to be customer complaints. Car rental agencies frequently have to give people a different car than the one they reserved and for whatever reason, a lot of Americans have a bone to pick with electric vehicles. Having traveled extensively for work over the years, I've seen some pretty stunning meltdowns from the people ahead of me in the Hertz line when they got, e.g., a Traverse instead of a Tahoe (i.e., a marginally smaller SUV than the one they reserved).

Imagine the theatrics that ensue at the Honolulu airport when an entitled boomer out of central casting (sorry to stereotype) gets a Bolt instead of the Malibu they reserved. I could totally see how such incidents, at scale, would bubble up to Hertz leadership and drive decisions.

It doesn't seem like there are any electric-only agencies out there except for the Tesla plan to let owners monetize their vehicles during owner downtime. Feels like a good market opportunity and the US Gov would probably subsidize the shit out of it.




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