I wonder how much of the fleet 80+ is?
Check me on this. Tesla Fi Fleet Stats says there are only 1,934 cars with safety scores. Of these 1,074 have SS of at least 90%. These would include everyone who has opted for Beta, but not yet received it, as well as Tesla Insurance clients.
They also have 3,117 currently on Beta. If all 1,934 got the expansion, that would be a 62% increase.
If Tesla Fi is reasonable representative, and if the current beta herd is 100,000 (as we have heard) this expansion would add around 60,000 Beta users.
This may be a high estimate, because some of those 1,934 folks are insurance clients and some have SS less than 80%. Also, I would guess that Tesla Fi with it's bit-head bias, may be richer in beta enthusiasts than the fleet average.
So this may not be all that huge a roll out.
Or maybe I botched this back of the envelope guesstimate. What say you?
SW