I was eager to see how the other models performed vs Model Y (thanks for breaking that out!). There has been quite a lot of rationalizing that any softness in T

I was eager to see how the other models performed vs Model Y (thanks for breaking that out!). There has been quite a lot of rationalizing that any softness in Tesla's vehicle sales would be the result of the Model Y redesign. I think we now know that's not true or at least only minimally true based on the numbers you cite. For that reason I think this being a canary is not quite accurate because there's literally no other company with as much self-inflicted brand damage. What will be interesting to see is the delta between Tesla's poor performance and the other mega caps because you'll able to somewhat infer how much of the damage to Tesla is due to the brand/Elon issues (i.e., if Tesla is down 20% on revenue/earnings and the others are down less, on average, then that gap could be a backhand way to quantify the brand damage). Of course all that said there is quite a significant amount of brand damage to go around for every well-known American company at the moment due to guilt by association. International sales will be very interesting to see with Apple, imo, likely being the most high-profile casualty of "don't buy US" (other than Tesla, I mean). edit: added qualification about Tesla at very end