“So balancing those capital needs within the constraints of how much cash we're generating, I think it's hard to poke at our free cash flow generation and what we've done with that discipline. So I think we're very, very good where we're at, at the $10 billion to $12 billion range for the next couple of years.”

In context

“n the absolute numbers are higher, but the inflation adjusted numbers are actually pretty similar while our cash generation is up exponentially. So I think where we have strong affordability of what we can do with the investments, I think we've demonstrated some resiliency. As you look at capital expenditures going forward, what we've said is the last couple of years have been about expanding the portfolio of EVs for the next few years is going to be about lowering the cost and making structural improvements to the battery cells and to the architecture going forward as well as some now incremental investment into internal combustion engine vehicles because those are going to be around longer and probably more in demand than they otherwise would have under the prior regulatory environment. So balancing those capital needs within the constraints of how much cash we're generating, I think it's hard to poke at our free cash flow generation and what we've done with that discipline. So I think we're very, very good where we're at, at the $10 billion to $12 billion range for the next couple of years. Operator: Our next question comes from Chris McNally with Evercore. Chris McNally: Mary, I echo the applause on the [ stoic-like ] execution, I think, shared by most on the call just to start. But maybe a bit of a boring question for Paul. Ironically, I think one of the parts of this year's upside, which has not been the expected major contributor that we all thought was pricing. And Paul, when we reconcile some of the average wholesale unit price that we see that we can back into, it's up almost 5% Q3, it's up 2.5% year-to-date, but the walk guide is only up 50 basis points to 100. You talked about the fleet drag on Q2. But wouldn't we have seen that in the wholesale ASPs as well? I apologize, it sounds like a modeling question, but what are we missing between the wholesale pricing and p”