Tesla nearly doubled operating cash flow from H1 2025 to H1 2026 while simultaneously more than doubling its AI CAPEX investment rate. Even in this heaviest of quarters thus far (Q2), operations covered 81% of record CAPEX. Tesla's CAPEX Coverage Ratio (OCF/CAPEX) Q2 2026: $4.70B / $5.79B = 0.81x Google (Alphabet): 0.87x Microsoft/Amazon/Meta/Other Hyperscalers (based on forward guidance): 0.90x-1.0x And what were all of these Mag 7 Hyperscalers at from 2015-2022 you might ask? Around 2.5x-4.0x The world has changed. And that change is AI. I can completely understand if folks get scared by these numbers, and decide they don't want to participate. But you should at least know that no one company is on an island here. And the fact that even with these guided numbers, we still have less than 5% of the population paying for AI services. This is my last post from this quarter's 10-Q analysis. Hope everyone is having a great evening! And hope we have a launch tomorrow!