I’ve argued for months there is some fundamental reason TSLA’s planned unsupervised autonomy rollout has slowed from addressing half the U.S. population by end of 2025, to doubling fleet size every month (articulated after 1Q), to its current planned growth rate of +10%/week, as articulated by @aelluswamy on the 2Q earnings call. While we all understand the need for $TSLA to go slow given the damage even one headline would cause if a Tesla operated by FSD hit someone, $TSLA stock continues to underperform because investors are losing faith that FSD will ever be able to scale from its current roster of 90-100 unsupervised autonomous vehicles without safety monitors. Meanwhile, $GOOG’s Waymo continues to operate 4,000 unsupervised autonomous vehicles without safety monitors and complete 500K unsupervised autonomous rides per week.