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 34 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
Sacks: Rutgers study shows 60% of left-of-center respondents justify destroying Tesla dealerships
“Then they asked about destroying Tesla dealerships and protests, whether that could be justified, and roughly 60% of left of center said yes, and 23% of right of center said yes.”
Sacks: Left-wing activists are firebombing Tesla dealerships to depress sales
“You have crazy leftists firebombing Tesla dealerships painting swastikas on Tesla cars, accosting Tesla drivers. Okay. Creating violence and chaos and trying to depress Tesla sales.”
Sacks: Exxon is a top-ranked ESG company while Tesla is excluded
“Here's all you have to know about ESG is that Exxon is like the number seven, like top-ranked company according to ESG, and Tesla isn't even on the list.”
Calacanis: Proposed EV tax credit gives non-union Tesla $4,500 less
“The 12,000 dollar credit that they're giving to or they're proposing to give to all EV manufacturers is only if you have union employees It's 4500 less to Tesla.”
Chamath Palihapitiya predicts flooded nickel mines will double Tesla vehicle prices
“A flood in a nickel mine is going to cause the price of a Tesla to basically double.”
Chamath: SpaceX will reverse merge into Tesla instead of IPOing
“I don't think SpaceX will IPO. I think that it will reverse merge into Tesla, and I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.”
Tesla's camera-only autonomy strategy trades hardware savings for software difficulty
“Elon is doing camera only. Tougher on the software, cheaper for the hardware, ok?”
Chamath: Meta spent more on Reality Labs than Apple spent building iPhone
“Look, Tesla's reinventing an entire category, trillions of dollars of energy generation and transportation, but they did it on in one year of meta reality lab spend. Apple reinvented an entire compute platform on one quarter of Meta's Reality Lab spend.”
Musk predicts Tesla FSD beta will reach one million users in 2022
“We've got like a 100,000 people in the beta, so it's not tiny and we'll be expanding that to, I don't know, probably a million people or a million, I don't know, on that order by the end of the year.”
Musk: Tesla had no employees or IP when he joined
“I, when I joined, there were no, no employees, there was no intellectual property, there was no prototype, there was no nothing.”
Chamath predicts Tesla car prices will increase by 20 to 30 percent
“And so the cost of Tesla's are going to go up by 20 or 30%.”
Tesla currently intends to launch its robotaxi network independently without Uber
“At this point they're looking to go it alone”
Friedberg: Direct sunlight on cameras triggers emergency Tesla FSD disengagements
“Well, there's a lot of videos getting posted on Twitter of FSD being on and then the car drives into the sunlight and at a certain angle when the sun hits the cameras, the car goes into an emergency disconnect on FSD. And I've had that happen. So I know it's t…”
Elon Musk: Tesla has about 4M cars on the road with AI inference chips
“We've got somewhere in the order of four million cars that have high-speed AI inference computers in them.”
Chamath: Elon Musk leads companies with female top executives across Tesla, Twitter, SpaceX
“He has a female chairman at Tesla, a female CEO at Twitter, and a female president at SpaceX.”
Chamath: Singapore investor made $7B in two years trading Tesla calls
“There's a gentleman, a 66 year old man in Singapore, who's a billionaire, right? So he was successful in his own right. However, he had made in his entire career about one or two billion. And he has made seven billion in the last two years, speculating on Tesl…”
Benioff: Tesla is sole foreign automaker in China without local partner
“Elon has Tesla in China. No partnership. He's the only one.”
Kalanick: Tesla Hardware 5 will probably launch next year
“Hardware five is coming out on Tesla probably next year, which is going to make a big difference in what FSD can do.”
Applied Intuition supplies software to legacy automakers lagging behind Tesla
“It's a company that supplies software primarily to all the legacy car manufacturers that have not managed this transition to being software first, like Tesla has shown the way and this startup.”
Chamath: Omid Afshar leads Tesla manufacturing and sales in North America
“I think he's in charge of all manufacturing and sales in North America.”
Calacanis: 73% of Tesla shareholders approved Musk's 2018 pay package
“In 2018, Tesla's board approved a performance-based compensation package for Elon. It was approved by 73% of shareholders.”
Chamath: Tesla warned of a significantly different demand curve in Q1
“Tesla put out a pretty important missive at the end of market close yesterday, which essentially said that expect a very different demand curve in Q one.”
Chamath: Tim Cook famously refused to meet with Elon Musk about acquiring Tesla
“Tim Cook famously wouldn't take the meeting. Elon said it. He wouldn't meet with them.”
Chamath: Elon Musk sold $3.8B of Tesla stock
“We saw yesterday that he had to sell another 3.8 billion dollars of Tesla stock.”
Chamath: Tesla spent $25 billion total before reaching free cash flow profitability
“Tesla in its entire life spent twenty five billion to get free cash flow profitability”
Friedberg: Saudi Aramco made $48B net profit in a single quarter
“Saudi Aramco reported their earnings. The largest earnings ever for a company Forty-eight billion dollars of net profit in a quarter. That is more profit than Microsoft, Apple, Facebook, and Tesla combined in a single quarter.”
Musk: Tesla closed 2008 round on Christmas Eve hours before bouncing payroll
“And then we closed that round at six PM Christmas Eve, 2008. It was last hour of the last day that it was possible because after that people were like, I'm breaking for the holidays and we would have bounced payroll two days after Christmas.”
Chamath: Average employee tenure is under 3.5 years at Uber, Tesla, Google
“The average tenure at Uber is 1.8 years. The average tenure at Tesla is 2.1 years. The average tenure at Google is 3.2 years.”
Friedberg: Larry Ellison's $1B Tesla investment grew to over $10B
“Larry Ellison bought a billion dollars of Tesla stock less than two years ago that is now worth over ten billion dollars”
Palihapitiya highlights Tesla's energy business generating $3.5 billion at 30% margins
“It's printing three and a half billion dollars a quarter, and it's operating margins in energy business, 30%.”
Loeffler claims Tesla received SBIC government-backed funding
“SBIC money was in Tesla, for example.”
Chamath: Tesla spent ~$1B on AI infrastructure capex in Q1 2024
“He spent about a billion of capex this quarter on AI infrastructure.”