Just visited our manufacturing facility in Chennai and here are my reflections 1. Big improvement from last year. Completely redone facilities with major improvements in cleanliness, security, and processes. 2. Making transparent tech is super hard. Let me just mention a few crazy things we have to do to avoid particles: - whole-body uniforms for production line staff - two layers of anti dust and static air showers - air blasting downward from above the production line - the floor is an elevated metal mesh, with water underneath - air humidifiers installed at key sections - using two fishing strings to transport the glass back panel 3. India's electronics exports will grow rapidly. There's a huge domestic market to support volumes, and the costs today are competitive. As the supply chain matures, the costs will further improve. I think India has a 5 year window to capture this opportunity, before automation becomes mainstream.