We finally have a clear picture of Tesla’s plan. The numbers show a well-coordinated strategy: - Very small fleet in 2026 keeps accident risk extremely low and buys time to finish v15, further raising FSD’s safety level before any large-scale deployment. - Testing of v15 improvements is already underway on the Robotaxi fleet, supporting a complete v15 release by the end of 2026 or early 2027 (as previously indicated in Q1). - The growth rate Ashok communicated should allow Tesla to fully utilize Cybercab production capacity next year—clear coordination between FSD maturity and manufacturing targets. - Seeding strategy across multiple cities and states this year ensures enough markets are ready for the big ramp-up in 2027. This looks like a carefully thought-through plan, not the usual aspirational statements. I prefer short-term disappointment over hype. Yesterday’s earnings call met every expectation. Now go cook, Tesla team.