Below is a pdf of the transcript of the Q3 Earnings Call.
My thoughts briefly: Disappointed, but not surprised that there were no questions about the Max or about the split between the R1 & EDV production numbers. There was mention of the move to LFP batteries, but only relative to the EDVs. There were some interesting remarks by RJ about the implications of moving to lithium wrt the IRA. A question was asked regarding possible vertical integration of battery production, as is being done with the motors, but wasn't really answered. Per RJ, the second shift is up and running and though not yet optimized, is producing units for delivery. There is a reference to an "R1P" in the transcript that I assume is a typo?
