[vannevar]

I am absolutely speculating. But companies don't just act on current financials, they act on future projections. If they see lean times ahead, they may very well cut current expenses in order to conserve cash they believe they will need in the months ahead. I don't think the current cuts are routine, or because Musk as a "bad feeling", I think they're seeing something concrete that is adversely affecting future revenue projections. A downturn in the auto market generally, and a downturn in Cybertruck demand particularly, as reflected in advance orders would certainly fit the bill.