Joining us now is Gene Monster, managing partner, Deep Water Asset Management. Gan, why would this be good news. >> Brian, uh before that, I just want to acknowledge that there is a near-term benefit undoubtedly from the tax credit.If we zero in on the numbers we're going to see tomorrow, this 400 and call it 75 80,000 deliveries, about 40,000 of those are likely coming from pull forward in demand because people want to make buy a car that's 15% less expensive. And so, uh, start there is that cheaper cars d ...