That's actually a very good point.

Also if Elon Musk has a demonstrable superpower it's the ability to raise capital. So they really could order 100,000 of these themselves.

They could, but running local operations isn't his forte, preference or interest, it seems. Even if he had a massive fleet of these, he'd have to navigate local laws, demand, operations and logistics.

His revealed preference is to run things centrally and at massive scales.