Following a recent survey of Tesla's Fremont factory, JPMorgan Chase released a report stating that the progress of Tesla's Robotaxi business is largely consistent with the timeline disclosed by management. The report indicates that the key trigger for the expansion of the Robotaxi fleet size has been clearly identified as the launch of FSD v15 within the year, with approximately 40% of the v15 core technology modules currently undergoing testing in the Robotaxi fleet, yielding positive initial feedback. Tesla management intends to control the number of Model Y vehicles converted to the Robotaxi fleet, demonstrating confidence in the near-term scalable delivery of Cybercab.