I haven't read the feed at all yet, but I'm actually super happy with this call. Great job by the team to finally just give it to us straight. A little bit of communication goes a long way, and I felt satisfied by everything I heard.
Expectations need to be reset, past projections need to be let go. But they're grinding and moving toward their goals.
Super happy with Ashok's statement, and the way they answered so many pressing questions head-on. Talking about why they're starting new cities before scaling any and why it's useful, regulatory stuff, operational lessons to learn, realistic expectations for growth and Optimus rollout.
The stock blows and probably will for a while, but the thing is being done. Mountains are being moved.
Also just fucking merge the fuckin companies so we don't have to talk about it anymore. Whatever.
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