### Comment:
If you look at the language in Panasonics 10k or 10q statements they allude to what I suggested. Remember that they bet it all on Tesla, and they are down 40% now over the last year. 
  
 $TslaQ documents literally everything. This charade is coming to an end. Quarter numbers are gonna be grizzly. 
  
 This pump that just came out 10 minutes ago about leased cars and an autonomous network is hilarious and a clear sign of the end.

### REPLY:
You mean they allude to delayed payments during the ramp up? If you got a link handy I'd appreciate it. I've been wondering about the huge Tesla AP for a while and I think this is part of the answer...

### END.