Ann: Presentation - Strategic Partnership and Long Term Funding, page-226

Clearly Tesla. They are not in the habit of overpaying. However, they do need IRA compliant spod.
That is a small list.
I am sure we will negotiate firmly. We won’t be looking a 90-100 million revenue boost gift horse in the mouth tho for FY25. Nice chunk by them to integrate our product. Another near term financial boost.
Back of the envelope suggests $357.5M USD revenue locked in as a base case per my earlier post elsewhere here. 500M USD revenue for FY25 would seem, a nice near term target. TO and the gang are probably aiming higher. The good ones always do.