$TSLA earnings out. Brutal losses across the board. Can't see how Elon sticks with DOGE while Tesla is burning like this.

Next earnings will likely be even worse..

Elon is out at DOGE. Tomorrow's headline is $399 million in income from operations, which is only positive because of expiring $595 million credits from governments.

I would bet those credits won't ever renew (e.g. Canada clawing back $30.11 million), and then we'll see FCF fall by a few hundo million Q1 2026.

Oof.

“out at DOGE”

I have a bridge to sell you too. :)

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

I heard Steve Davis has been running it for the last couple weeks solo.

Lol yes I know. He can't stay longer because he's a "special government employee" which is legally limited to 130 days.

But Elon was de facto out after the Q1 board review in March. And apparently this audio clip came from Trump directly after Elon spilled those deets..

Lol yes I know. He can't stay longer because he's a "special government employee" which is legally limited to 130 days.

But Elon was de facto out after the Q1 board review in March. And apparently this audio clip came from Trump directly after Elon spilled those deets..

https://x.com/YourAnonCentral/status/1906501861043212427