Andrew Percoco

I'm just curious if you've seen any shift to the right in those types of conversations.

should we expect to see more of those types of agreements in 2025, where it's with a large utility

Can you just talk about how you're thinking about funding this growth?

are you engaging with the hyperscalers about direct off take?

So you essentially beat by $2.5 billion in the first quarter, of which a little bit over $1 billion is from IEEPA.

hoping you can provide a little bit more context around your capital allocation decision there

when it comes to your autonomy strategy, sounds like you're trying to do a lot of that yourself. In-house. Can you maybe just elaborate on why that's the right decision?

since April second, since the implementation of the tariffs, since it appears the market's getting a lot more worried about a recession. Have you seen any change in behavior from your customers

can you maybe just give us your latest thoughts on how you're thinking about this incoming administration and how it might impact the outlook

are you anticipating a mix shift more towards crossovers, understanding they're more profitable today

get a better understanding of your thought process around sodium ion and what you see as the commercialization timeline

how do you tap into that 35 million to 40 million other vehicles that don't currently have any subscription

What's some of the gating factors in expanding that? Is it regulatory? Is it your own kind of risk appetite

can you maybe just give us a roadmap for what improvements consumers might expect to see going forward

Can you maybe just talk to I know it's obviously overnight some headlines that it might be going back to 25%. What would that mean for you?

What's the proportion for split between Gravity and Air within that?

to what extent are you seeing any kind of incremental pressure there? And might that impact that path to profitability?

help provide a little bit more context around what some of the underlying assumptions are within that?

Can you just elaborate in terms of what your expectations are there?

can you just help us bridge some of the moving pieces for 2026? Obviously, you'll have an increase in production

the level of maybe interest you're seeing in the commercial product since you launched that extended range version of the commercial vehicle?

there seems to be some evolving regulations at the state level, potentially around sensor requirements

are you seeing any suppliers willing to invest alongside you to set up domestic manufacturing

hoping to get more information or you're hoping you could shed more light on what that looks like