“But next year, we expect the total cost coverage plus FSAs to also go down.”

In context

“keeps on coming up, but we've heard about the improvements in the J.D. Power survey and the efforts you're taking. But when do we start to see this finally show up materially in the numbers? Kumar Galhotra: Thanks for the question. Let me make 2 points. First, the warranty is obviously made up of coverage and FSA costs. FSA costs are not simply a function of number of units. For example, software, OTA repairs and other repairs like that are significantly cheaper. And as you mentioned, our initial quality has improved substantially. And the reduction in those coverage costs is expected to offset any potential increase in FSA. And I use the word potential increase intentionally because given the large car part, it is somewhat difficult to precisely forecast the FSA number and the FSA cost. But next year, we expect the total cost coverage plus FSAs to also go down. James Farley: And I also want to highlight our Q3 warranty costs were down year-over-year. Kumar Galhotra: Correct. Sherry House: $450 million. James Farley: Yes. It was a big -- a really big achievement by the team, really seeing that coverages flow through one of the reasons why we were able to offset the tariffs. Dan Levy: Great. As a follow-up, I wanted to ask a question about industry competitive dynamics. And I know that the incremental 50,000 units of capacity is really just to make up for some of the lost volume from '25 here from the fire. But you're raising your capacity. We know that your other competitors in trucks are taking some capacity actions as well. What is your comfort that the industry price discipline that we've seen can be maintained even with this incremental capac”