[tyre]

It’s interesting that they felt the need to leak this to the press.[0] Some investors or partners (or LPs, board members, etc. of those) are getting spooked by the spending plans and rightfully questioning if the return is there. Putting it in public my feel like a stronger commitment (though I doubt it.)

Even with the revised numbers, I cannot believe that they’ll have $280bn in revenue by 2030.

[0]: You can tell by the reason the sources are granted anonymity: because the information is private, not because they aren’t authorized to speak on the matter