X @Herbert Ong

RT Ben Schippers (@bschippers)The people paying for FSD — no trial, no promo, no discount — are staying. And they're driving hands-free more than ever. Here's what the fleet data actually shows. 🧵1/ Organic FSD subscriber retention is sitting at ~90% after month 1. These aren't trial users. These aren't holiday deal chasers. These are people who opened the app and decided to pay. That number has held steady across Oct, Jan, and Mar cohorts. Three in a row.2/ The ones who stay? They're handing over the wheel ...