Lou Whiteman

So, the fear here is that nothing but downside, a weaker consumer without the benefit in exporting.

That said, global forex is a $10 trillion daily volume market.

Yeah.

But the point being is that it doesn't necessarily take a dramatic all-or-nothing move to move these things.

I think what you're seeing here is just incrementally buyers and sellers from all over the world changing their risk profile just a bit

They're just lessening their dollar reliance a bit.

They're not dumping the dollar.

That is playing out in small portions that add up over time.

If everybody goes from 80% dollar to 75% dollar, the dollar is still king and a weakening dollar.

I think that's more what's going on here than it is just the dollar is dead, but certainly something to watch.

It's a step in the process.

It's not a watershed moment, but it's not insignificant.

I don't think it really matters who gets there first if you get there.

Tesla has its own advantages, just the number of cars it has out there, etc.

They'll do just fine if they can get there.

The thing is, they have to get there.

To do that, as an engineering mindset is, you test.

you test again, you change the parameters, you continue to build.

That's what they're doing.

So this is a step along the process.