Hey everybody, we're out of power here, and today we're talking about the potential

impact of new regulatory credits that Tesla has reportedly applied for.

We also have tweets from Elon Musk on the status of autopilot and full self-driving,

unupdate on Gigabralin, news from Waymo, Cruise and Toyota, and we'll start by revisiting

the China April sales numbers that we discussed yesterday.

Rough day in the markets today, pretty much across the board, Tesla finishing down 4.4%

to $589.89, that compared to the NASDAQ down 2.7%.

ARC's innovation ETF down 3.7%, so Tesla fearing a little bit worse, but certainly not an outlier

in terms of the performance today.

Alright, I want to start off by revisiting China April sales, so of course we talked about

this yesterday, some of the confusion out there. I went into a lot of detail on that,

so that people could understand where the various different viewpoints were coming from,

and why there was so much confusion and uncertainty yesterday.

Today I think we've got much more certainty, so we'll get through this quicker today.

First, I did want to note a correction, so the confusion was about whether April sales numbers

included or excluded exports. One of the main factors for me leaning toward it being exclusive

of exports, and therefore a higher total number, was the export number for SAC passenger vehicles

being higher than the wholesale sales numbers, but unfortunately a commenter pointed out to me

that that was based on a missed translation, so the wholesale sales figure for SAC passenger

vehicles was actually 13,000 in four, rather than 1,304, so unfortunately that didn't give us

any more information about how Tesla sales compared to exports. So apologies for that.

Whenever I do find errors like that, I tweet them out at Tesla Podcast, so good reason to follow

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