Summary

Wednesday’s conference call? I won’t be able to do it justice, but I’ll try.

Big problems in Fremont. Bigger problems in Sparks.

That China factory? Sorry, it's not about to happen any time soon.

Tony Sacconaghi seems unhappy with getting the CapEx runaround.

Model 3 production capacity about which, three months ago, Musk assured you should have “zero concern?" Well, now you should be very concerned.