They also mentioned data monetization as an unspecified portion of those 20-30% margins. Robotaxis will gather a lot of data, around 4 terabytes a day. Enough to hypothetically run a real time virtual simulation of a city, if 1000s of sensor riddled robots are all prowling the streets, seeing, recognizing and classifying everything. I can think of all kinds of ways to monetize data like that, both good and terrible.