Delivery numbers? That's yesterday's metric. The real game-changer lies elsewhere. Every vehicle rolling off the production line is being repositioned as an autonomous AI asset—one capable of generating continuous revenue streams. Think about it: the entire fleet transforms into a network of mobile computing units. Autonomous driving tech, robotaxi networks, and autonomous vehicle platforms are rewriting the value proposition. The industry's obsession with quarterly delivery figures misses the point entirely. Yes, there was a delivery dip—notable, sure—but fixating on that single metric means overlooking a far bigger transformation happening beneath the surface. This shift from hardware sales to asset-as-service represents a fundamental pivot in how mobility companies think about profitability.