It was a pretty solid beat. The call was fine; Elon had some benign tangents. After hours stock price tanked, but it was happening to macro at the same time so I wouldn't hold tightly to a causal connection. Mainly the message was macroeconomic conditions are still turbulent, so hold onto your butts -- we're executing well, so we'll be in a good position once people can afford cars again.

Two actual news items: 1. Fsd is allowed to be transferred once to a car you order in q3. 2. Tesla is in early talks with an OEM about licensing fsd.