Priya Natarajan

Take-rate roughly doubled since the wide release. We don't guide on it, but the right mental model is software-like adoption curves once reliability crosses the 'my commute just works' threshold — which it has in most North American metros.

Two launches and a refreshed lineup hit their full run-rate in 2026, and we exit the year with meaningfully more capacity than demand required in 2025. We're planning for growth, not defending a number.