The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Andreessen: Tesla deploys live autonomous software without federal testing, improving safety
“Tesla has been climbing the ladder on self-driving car functionality capability. They do new software releases, push live to car at night anytime they want. Those new releases are not being tested by any federal, the federal, you know, it's a, whatever it's no…”
Horowitz: Tesla's Optimus humanoid robot hasn't worked yet
“The Optimus Prime thing that, that Tesla's building hasn't really worked actually yet.”
Evans: Battery costs of $200/kWh explain why Tesla loses money
“Or is it because batteries are still 200 dollars per kilowatt hour? And that's not cost competitive with gasoline, which incidentally is also a big reason why Tesla is still losing money.”
Evans: Tesla is outselling all other premium car manufacturers in US
“In fact, Tesla is now out selling the other premium car manufacturers in the USA.”
Carlson-Wee: Homomorphic encryption enables machine learning on private, encrypted user data
“One interesting intersection is homomorphic encryption, which allows you to train a machine learning system based on data that you actually don't know the plain text, so you only see the encrypted version. It allows people to say, okay, I'm going to share the …”
Tesla Generated $14B in Model 3 Pre-Orders Without Mass Media Ads
“Tesla recently launched a pre-order for their Model Three, and in one week, they got to reserve demand for 300,000 cars, starting at 35,000 dollars per car. That represents demand of at least fourteen billion dollars. What is more interesting on that is they d…”
Chen: Tesla Gigafactory will surpass pre-2013 global battery output by 2020
“When it's in full production in 2020, this Gigafactory will produce more batteries each year than were produced in the entire world cumulatively through 2013.”
Evans: Most components inside Tesla vehicles come from standard automotive suppliers
“Tesla, a lot of the bits of it inside a Tesla were bought from the car supply chain. Like, most of the bits inside a Tesla come from it.”
Beshara: Tesla generated $14 billion in Model 3 pre-orders in days
“In about three or four days, they sold 200,000 cars. I mean, this is a car manufacturer. I think they've sold essentially about fourteen billion dollars worth of their new model. And they're expecting, you know, 30% to drop off, but still 70% of that would be …”
Cooper: Tesla grants smaller initial equity, favoring larger performance refreshers later
“And one of the things that Tesla does is, instead of the typical practice, which is most people get a very significant grant, you know, the day they join the company, and then over time, they might get some refresher grants, but those refresher grants are ofte…”
Chen: EVs have up to 100 times fewer moving parts than gas cars
“If you look at a Tesla or a Leaf in an electric car and compare it to an equivalent internal combustion engine car, the number of moving parts in electric cars is anywhere between one and two orders of magnitude fewer moving parts.”
Veterans from SpaceX, Tesla, and Anduril are moving into maritime tech
“We're seeing people from a lot of the other American dynamism companies like SpaceX, Tesla, and Andrel, they're taking their learnings and experiences and bringing them over to the ocean.”
Azhar: Tesla vehicles learn from roads and share intelligence fleet-wide
“What's happening with Tesla and the Tesla cars that learn from the road, but they all learn from each other.”
Evans: Tesla built its full-stack strategy incrementally using off-the-shelf components
“It's even beyond that because they, you know, they started the first car. They didn't make half the components. So there's been a steady road. You know, they start with like, well, let's do a roadster and we'll buy in half the bits. And then you kind of step s…”