Tesla and Cobalt - What's Going on in the Market?

For Chinese companies, it looks good. For most Western companies, it doesn't look very good as like Drew Baglino of everybody else has pointed out. So we have to wait and see it plays out. But based on what JB Strouble is saying, they're not in a good position because the jet is overbooked. And I don't know who's going to make it onto the jet or not.