This is the sentence all the Tesla shorts have been waiting for

The Tesla bears have been saying it for months.
Elon Musk is guzzling cash to fuel his burgeoning transportation empire, and he's going to need new sources for that cash sooner rather than later.
So for them, there's one sentence in Tesla's second-quarter earnings letter that served as a small form of vindication (emphasis added):
"We anticipate that direct leasing will rise from 8% of deliveries in Q2 to about 15% of deliveries in Q3, as we have reached our funding limit with a banking partner.