Goodness, who cares? Tesla's strategic competitive advantage and capital efficiency is proven in this exact moment. Recalls where service teams must stop their day, accept a vehicle, load a patch, confirm the load, then document - that can happen overnight tonight with marginal service cost of near 0.

I get it - I'm not the biggest fan of the way Tesla has traded. It's moral hazard and abuse of the options market... that said, they are a good company for this exact reason.