Hey everybody, we're up now. We're here. We're doing a little live first episode of the evening, I guess.

We're going to have a second actual episode that is edited and things like that come out a little bit later tonight.

But we do have some breaking news that I need to make sure that we cover before tomorrow,

because I'm going to be traveling tomorrow. We'll still have an episode tomorrow too,

but it was pre-recorded. So before I take off for the long weekend, we've got some things that we need to discuss here.

So we're going to do a quick live stream, but don't miss that second episode, which will come out shortly after we're done with this live stream.

So for those of you that haven't seen it yet, we've got a really interesting sort of leak here from Sawyer Marit on Twitter,

saying he was told by a few sources that Elon is holding a Tesla all hands meeting.

Generally, these happen every quarter or so, seem to involve some sort of question and answer type of opportunities for people to ask you on questions.

And it looks like there's some pretty interesting things that have come out from this.

So we're just going to kind of go through what Sawyer has learned from this call, and I'll share some of my thoughts as we go.

We'll start with the big one that I put on the title and the thumbnail here.

Let me just make sure I can find it. So Sawyer saying the Cybertruck has been delayed to late 2022,

production starting late 2022 and volume production in 2023.

So we've talked about this before. I mean, quite a few times.

I've been saying for a while that I would be more surprised if Cybertruck production was in the first half of 2022,

then if it were in the second half, and it looks like that's what we're seeing here.

You know, we're almost in a queue for now for 2021.

And we really haven't seen a lot that gives us a lot of confidence in the Cybertruck production timeline.

Obviously, you know, we're getting close to that for Texas with the Model Y,

and we're seeing things like casting is piling up.

We had that leaked image of, you know, what is assumed to be a pre-production vehicle.

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