It's probably more along the lines of:
"Whenever you guys are done making it fully autonomous, we want 100,000 of 'em to replace our drivers"
If that was the case, the volume makes sense. Makes zero sense to buy 100,000 of today's model and watch it depreciate in value while providing none back 'cause you still need a driver.
If that was the case, the volume makes sense. Makes zero sense to buy 100,000 of today's model and watch it depreciate in value while providing none back 'cause you still need a driver.