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Negative differences between Q1 and Q2:
- Less S/X
- Less European credits (probably)
- Substantial price reductions, so lower margin (this could be a biggy)
- Covid-restrictions on solar and battery installs.

Positive differences between Q1 and Q2:
- Lots of high margin Y's
- Efficiency improvement in Chinese Model 3 and US Model Y production
- Higher FSD uptake?
- Work force furloughed for a month
- Pay cuts
- Merit awards suspended

So yes, definitely a close call.

Price reduction happened for half the quarter. Expect FSD revenue realized this q unlike last q.