Jeff Lutz ๐
@thejefflutz
Ex Corp VP Supply Chain & Chief Quality Officer at Motorola, Google, Lenovo
๊ฐ์
August 2016
2.6K ํ๋ก์ ์ค 58.5K ํฌ
Tesla FSD % adoption has been historically touted at single digits to low teens.
Now in North America (largest FSD capable area), 55% of car sales are shipping with the FSD subscription selected by the buyer.
FSD is selling cars. Likely a point of meaningful inflection ๐๐ผ
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