This text appears to be a transcript of someone discussing various topics. They touch on issues like Tesla's third-quarter deliveries, the stock market, consumer confidence, inflation, and political leadership. The speaker also promotes a product called the "Cyber opener" and mentions potential support for their channel through Patreon. Overall, the discussion covers a range of economic and financial topics, but lacks a clear central theme.
1. The third quarter deliveries for a company are reported to be 480,000, but the number is likely to be far off. [Source: Document(page_content="00:00:00.42: but\n00:00:01.92: or a black is reporting that a credible\n00:00:05.10: Source has third quarter deliveries\n00:00:08.10: coming in at 480\n00:00:10.62: 000. this number is very likely far far\n00:00:14.52: off base although it was the number\n00:00:16.14: roughly that I had for the third quarter\n00:00:19.02: a couple of months ago")]
2. The Source has a historical accuracy within 10 percent. [Source: Document(page_content="00:00:20.94: The Source has a historical accuracy\n00:00:23.34: within 10 percent according to\n00:00:26.04: additional information Gary provided now")]
3. The Source was off by 35,000 in quarter four of last year. If they're off by 10 percent, that would bring them down to 432. [Source: Document(page_content="00:00:36.44: this particular Source was off by 35 000\n00:00:40.08: quarter four of last year on the high\n00:00:42.66: side so there you go that would\n00:00:45.72: down to 445 if they were off by 35 000.")]
4. The street is still around 466. [Source: Document(page_content="00:00:49.80: anyway the street is still around 466.")]
5. The vehicle production is probably going to come around somewhere around that 435 440 mark. [Source: Document(page_content="00:02:01.32: the vehicle production is probably\n00:02:03.54: going to come around you know somewhere\n00:02:05.34: around that 435 440 mark")]
6. If we drop inventory down by 35,000 from the hundred thousand lever where it was last quarter, if we drop that all the way down to 65,000 that's going to be way too low. [Source: Document(page_content="00:03:21.12: if we drop inventory\n00:03:23.46: down by 35 000 from the hundred thousand\n00:03:26.10: lever where it was you know last quarter\n00:03:28.50: if we drop that all the way down to 65\n00:03:30.96: 000 that's going to be way too low")]
7. The inventory that if we drop inventory down by 35,000 from the hundred thousand lever where it was last quarter, if we drop that all the way down to 65,000 that's going to be way too low. [Source: Document(page_content="00:03:21.12: if we drop inventory\n00:03:23.46: down by 35 000 from the hundred thousand\n00:03:26.10: lever where it was you know last quarter\n00:03:28.50: if we drop that all the way down to 65\n00:03:30.96: 000 that's going to be way too low")]
8. The inventory that if we drop inventory down by 35,000 from the hundred thousand lever where it was last quarter, if we drop that all the way down to 65,000 that's going to be way too low