It is what they appear to be referring to, given the fact that they are saying "using a self-driving Tesla...for revenue purposes will only be permissible on the Tesla Network". So you can drive people for money, or you can let it self-drive on the Tesla Network, but it can't connect to other, non-Tesla-Network software. Now, it could, maybe, also mean that a self-driving Tesla would be prohibited from being leased out for a night without using software to mediate the transaction. But I think this pretty clearly refers to hooking up a self-driving Tesla to an Uber or Lyft style app.

Edit: and they've certainly seen the trouble that Uber and Lyft have gotten into insurance-wise with regards to carrying passengers as a "public accomodation". It's quite possible that they want to handle this centrally for insurance purposes. Which are bound to be a challenge with regards to self-driving cars.