I won’t claim to know what the key bottleneck is here, frankly because management’s messaging around this point has been quite opaque. A few years ago, Elon passionately made the point that going slow with FSD once it was significantly safer than a human was immoral. Now it is meaningfully safer than a human, but the script has flipped and we need to go slow anyways because any safety incident whatsoever would be bad. Last quarter it was doubling fleet size every month, with new cities like Vegas launching within two months. Four months later and miles driven per month actually decreased, and the proposed rate of new miles shrunk to 10%/month. I know this is a hard problem but their own internal goals and messaging are incoherent, and there is certainly not a sense of urgency that we’re picking up from Elon’s words or tone.