[igorkraw]

To me this reads like minus credits and bitcoin, they'd have to scale down R&D in order to break event which would probably push back FSD and delivering on all of their pre-ordered promises again? Which I would assume increases the risk of people canceling and registering as negative revenue? How "normal" is their cost of revenue and sales/admin/overhead in the car industry?

[mft_]

Unless I'm reading that graphic incorrectly, isn't it only a $24m delta? i.e. credits + bitcoin profits are only $24m greater than their operating profit?

On the scale of Tesla, that feels like a tiny amount - for which they'd dip into their war-chest and not slow anything down at all?

[hwillis]

on the higher end: https://lga-consultants.com/seven-global-car-makers-kpis-par...

but nothing absurd. Note that trying to compare 2020 data will obviously be extremely wonky.