If you want to know what changed between the last letter and this one, read last quarter's shareholder letter too. It's helpful to know that questions to expect and they survey a list of questions from both retail investors and institutional investors before this call. What I expect to hearI expect Tesla to reiterate that demand is strong and their primary problem is they just can't make enough batteries, cars, energy storage systems, and solar panels to satisfy demand. An item that is always controversial is the dollar amount of regulatory credits Tesla gets from its competitors. are unlikely to get a direct answer due to Tesla not wanting competitors to know how advanced their technology is or isn't.