X @Herbert Ong

Market Trends & Strategy - Investors demand clearer evidence regarding the scaling progress of the Robotaxi business [1] - The financial institution regards Robotaxi as the near-term test for the broader Physical AI strategy [2] Business & Operational Metrics - Key metrics to monitor include vehicle volume, urban density, growth in weekly unsupervised miles, and unit economics [1] - Full Self-Driving (FSD) adoption achieved a 55% attach rate on North American deliveries, significantly exceeding the previous expectation of 25–30% [1]