> Or they just shifted capex spending so that it doesn't fall on this quarter. They state pretty clearly that is what happened in the letter. > we continue to

> Or they just shifted capex spending so that it doesn't fall on this quarter. They state pretty clearly that is what happened in the letter. > we continue to negotiate more favorable payment terms with our capital equipment suppliers, pushing some payments closer to the start of Model 3 production and some payments beyond the start of production So, the "deals" are that they don't have to pay for certain things until later when they have more cash.