Joining us now with his thoughts on all of it is Steve Wesley, former Tesla board member and founder of the Wesley Group. Steve, on Ford, you know, the 19.5% billion dollar write down I think is the most visible sign of this pivot we've seen US automakers make around EVs. What do you think is the primary driver. Is it what consumers want. Is it the regulatory regime.>> Well, look, first $19.5% billion right. Huge, huge number. And this is from a company where their CEO said just last month, we can't walk aw ...