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 ...

We have talked to you a lot about these lab growth diamonds. This phenomenon that's really driven down the price has driven down the price of natural diamonds as well. >> Yeah.So natural diamonds are down roughly 45% from their peak which was March of 22. So pretty phenomenal when all the other assets are doing really well. Diamonds have struggled uh because lab grown is a perfect alternative.>> And what's the adoption rate look like to you. Because I'm sure at the beginning a lot of people were unsure abou ...