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 8 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
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.”
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…”
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.”
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…”