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2024-04-23 23:11:39 UTC - HELPFUL

Rated by Participant: 93923C61C2CF98D22722F9B040B000128C08C4944833BCD021470A964D81A7AE
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Original Note:

This post neglects to note AI infrastructure capex was $1.0B in Q1. Tesla have invested heavily in the future, it is not related to their margins on selling cars. https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf

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