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When they say "...approximately 7% were subject to operating lease accounting", does that mean only 7% of vehicles delivered in the quarter were leased and rest were bought/financed? If so, I would have expected more leases given $7500 EV credit (and potential chance that it'll go away).

I'm in the first bucket: 3k - 5k units for 2025. Anything more would be a welcome surprise. My armchair analysis: 1. A careful production ramp up likely means a slow trickle till Summer, so most of this is going to be in second half of the year. I could see 500 units in first 6 months (2-3/day...