Hey everybody Rob now we're here and today we're going to be looking at forecast for Tesla's

first quarter delivery and production report, which we should get tomorrow Saturday.

I'll plan on doing a live stream when we do get those numbers but as usual I think it's

helpful to go through these forecasts to kind of understand the context when we do receive

those.

And today we'll also take a quick look at some other automakers which have started to

report their US sales for Q1.

Click at the stock not a whole lot to report another pretty low volume day, Tesla up

two thirds of a percent to one thousand eighty four dollars fifty nine cents to close

the week, the NASDAQ on the day was up three tenths of a percent.

Alright we're going to start off with looking at the forecast for Q1 delivery and production

numbers but before we even get into that I would just say that this quarter is probably

the least interesting quarter to me that we have had for a long time in terms of these

numbers so we're not going to go quite as detailed as we usually do.

There are a few reasons I say that but they all kind of stem from the same basic concept

of generally when we're going through these we use it to inform what's going to happen

in future quarters and future years based on the production rates that we're seeing.

No one individual quarter is all that important but the trajectory that we end up seeing is

that's a big part of why we care so much more about production than the delivery number

because that gives us a better clue at what's going to happen going forward.

So what we're actually able to learn here in terms of what that trajectory is going to

look like from Q1 is pretty limited.

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