Aug. 13 at 12:17 PM
$WRD 5000 total EV by YE is new news to me and first time guidance on the entire product line.
Here's how it breaks down:
5000 by YE on 3400 current = 1600 new builds (taxi and other)
2600 taxis by YE on 1800 current = 800 new builds by YE
1600 more builds where 800 of the 1600 are taxis = 800 different L4 AV (sweeps, buses, doubtful on vans) plus 70K or more WRD 3.0.
800 more taxis, 800 other LF, 70K WRD 3.0 is somethign Wall Street can model revenue on and is the first guide provided by Tony on the entire lineup.
