A bunch here but worth the full read, especially what Elon had to say

It was great to hear the acknowledgement that the current tariff rates that we have on China and they have on us equates to an essential embargo and that it is unsustainable. But, time is of the essence as each day that goes by where there is no dramatic lowering of tariffs, the viability of so many businesses is at risk. And, the reputational damage and loss of trade trust has been done that can't be easily and quickly reversed anytime soon.

The Tesla earnings call was fascinating in many ways. Elon talked about DOGE, the tariffs and the business of Tesla.

"As some people know, there's been some blowback for the time that I've been spending in government with the Department of Government Efficiency, or DOGE. I think the work that we're doing there is actually very important for trying to rein in the insane deficit that is hitting our country, the United States and the DOGE team has made a lot of progress in addressing waste and fraud, but a natural blowback from that is those who were receiving the wasteful dollars and the fraudulent dollars will try to attack me and the DOGE team and anything associated with me. So, then I'm really left with two choices. We just let the waste and fraud continue, and it was continuing to grow at a really unsustainable pace that was bankrupting the country, or to fight the waste and fraud and try to get the country back on the right track. And I believe the right thing to do is to fight the waste and fraud and get the country back on the right track, and working together with President Trump and his administration. Because if the ship of America goes down, we all go down with it, including Tesla and everyone else. So I think this is critical work."

"I do think there's the large slug of work necessary to get the DOGE team in place and working in the government to get the national house in order is mostly done. And I think starting probably next month, in May, my time allocation to DOGE will drop significantly...So I think I'll continue to spend a day or two per week on government matters for as long as the President would like me to do so and as long as it is useful, but starting next month I'll be allocating far more of my time to Tesla."

He acknowledges the challenges that Tesla is currently facing but "I remain extremely optimistic about the future of the company. The future of the company is fundamentally based on large scale autonomous cars and large scale, in large volume, vast numbers of autonomous humanoid robots." The autonomous rides will start in Austin in June.