Figure F.03 Robots Packages by May 21, 10 PM ET prediction

Early test runs already put 5,000 packages on the board in three hours. Across an eight-day window, even with downtime baked in, the math points clearly to 200,000 before the deadline – there's a real buffer here. The hardware is designed for this. Battery swaps and self-monitoring systems keep the fleet running through the night, and production of new units is scaling fast. When one robot stumbles, others should absorb the load. The risks are worth naming. The stream could go dark, a conveyor jam could stall things at the worst moment, and the resolution rules leave room for admin judgment calls that aren't clean. Those aren't nothing. But the signal that matters: the market is also pricing the higher 250,000-package tier as genuinely reachable. That's not a crowd hedging on squeaking over the minimum – that's a crowd that sees real throughput behind the numbers. This isn't the usual robotics demo where eight stunning minutes are followed by a quietly darkened stream. The counter is live, the fleet is scaling, and the pace already justifies the target. Back the yes – the robots have earned it.