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 39 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Hoffman: SpaceX Is Going Public to Eventually Merge with Tesla
“I think one of the underappreciated reasons that, that they are taking SpaceX public is to merge it with Tesla ultimately, right? Like Elon Musk has been collapsing his empire. And just as a practical matter, it's pretty hard for a private company, even a big …”
Roy: Tesla and SpaceX will inevitably have to merge
“Giving that little nugget to the world, starting to seed that idea, and I think it's almost, it has to happen, because these two companies, again, Tesla has a car business, SpaceX kind of has a space business, still has an internet satellite business, but they…”
Costolo: SpaceX will acquire Tesla
“I think SpaceX, I am one of the people that believes SpaceX will buy Tesla.”
Morris: Musk's Politics and Trump Fallout Make Him a Liability for Tesla
“There's no delaying that through his politics and his fallout with Trump, he's become a bit of a liability to the company.”
Enjeti: A Future Democratic Administration Will Cancel Musk's Federal Contracts
“Yeah, if you're whoever, if you're Gavin Newsom administration, you're done. Like, it's, I'm gonna use the exact executive order precedent, and all of those contracts are getting canceled.”
Swisher: Musk dropped the ball on Tesla innovation and alienated buyers
“I think he dropped the ball on innovation at the company. I think he alienated most of his natural buyers by being such an asshole.”
Vogt: Data volume is not the primary bottleneck in building autonomous vehicles
“Well, look, if data was the only constraint to making a driverless car, I think there would be a lot more driverless cars out there than there are. It's a lot more than data. Like cruise is not data starved, even with, you know, hundreds of vehicles on the roa…”
Vogt: Driver assistance and robotaxis share no parallel and cannot be compared
“But again, like there's no parallel. They're not the same thing, like a system that's driver assistance where you have to take control. Versus one where you have cars driving around without a driver. And that really doesn't come to light until you actually try…”
Taylor: Elon Musk is probably the greatest entrepreneur of our time
“Probably the greatest entrepreneur of our time. I mean you know, he's a company, he's created everything from SpaceX and look at the impact of Starlink, let alone Tesla and X. So you know, had some complicated interactions, but sort of the undisputed leader in…”
Albergotti: Tech reporters let political bias skew coverage of Tesla
“Tech reporters allow their personal feelings and, you know, political feelings, emotions to kind of like skew their analysis of these companies.”
Roy: Tesla is no longer a car company; vehicle sales are secondary
“Tesla is no longer a car company in any way. Elon is not pretending it's a car company in any way. We should all stop looking at actual vehicle sales. That should be an afterthought. That should be like the least important part of the overall business, and peo…”
Crowdsourced data from millions of users gives Tesla a major autonomy lead
“Remember, Tesla has this advantage very much like the Echo devices at Amazon, where they're able to crowdsource training from the users. So basically, they're learning and training their model based on all the millions of people driving Teslas every day. That'…”
Morris: Tesla Board Is Preparing a New Pay Package for Musk
“We reported that far from looking for a new CEO the board is actually looking at giving him a new pay package.”
Albergotti: Anti-Musk Bias Seeps Into Coverage of Tesla Robotaxis
“I think there's a lot of anti-Elon stuff that sort of, I think seeps into the coverage of this stuff. Unfortunately, it was just hard to do as a reporter. Like you know, it's hard to take your, to take the emotion out of the reporting, but I think it does kind…”
Roy: Tesla would have operated at a Q1 loss without regulatory credits
“They would have been operating at a loss. The net income of four hundred nine million dollars is only because, again, they got five hundred ninety five million dollars in regulatory credit sales.”
Scaringe: Only Rivian and Tesla have massively consolidated vehicle computer architectures
“I think there's really two companies in the world that have this level of vertical integration and an architecture that's used. Hardware consolidation to massively simplify the topology of computers, which is us and Tesla, of course.”
Scaringe: Musk's relationship with Trump is helpful for vehicle electrification
“Tesla and Elon, ah, having a relationship with President Trump is actually helpful to electrification. It's certainly going to provide the perspective of, ah, the importance of EVs.”
Ives: Trump victory will initially hurt AI trade, Apple, and Tesla
“Trump gets in, if he gets in, It is very negative for the AI trade. Initially, semis, tariffs, retaliatory for Apple, Tesla.”
Kantrowitz: Retail Tesla investors will move their capital to SpaceX
“I have this theory that the Tesla stock will, or the Tesla shareholders who've been through this bumpy ride with Tesla, like they've been told a couple of stories, Tesla, the electric car, the self-driving car, the optimist robot they will Move their money. Th…”
Kantrowitz doubts Elon Musk will ever receive his full trillion-dollar payout
“I doubt he'll ever get the trillion.”
Tesla Full Self-Driving cannot be fully trusted yet without risking trouble
“I have two Teslas and I play with a full self-driving all the time. It's entertaining, but I wouldn't trust it. Entirely, right? If you trust it, you're going to be in trouble. So it's not a hundred percent there yet.”
Morris: Tesla Would Have Lost Money in Q1 Without Regulatory Credits
“Tesla would have actually made a loss in the first quarter if it had not been for selling regulatory credits.”
Siegler: Musk miscalculated Tesla's resilience against losing EV tax credits
“What he majorly mis made the mistake with was not recognizing the potential that Tesla itself could fall as a result of his, both his affiliation, you know, with the administration and also just like the, you know, the ever oncoming Chinese EV revolution and s…”
Albergotti: Tesla's Camera Approach Is More Ambitious Than Waymo's Geofencing
“Tesla's taking a much more difficult road because they're doing it only with cameras, you know, that I think that to me makes it and there, and it's like general per they're really ultimately trying to get to like level five autonomy. Whereas Waymo is like, we…”
Tom Lee: Stock valuation reflects customer trust rather than pure earnings
“I believe Tesla and Palantir and stocks like HIMSS are proof that money, money is not how you measure the value of a stock. Because if money is, is determined as the earnings per share, the value of a company isn't just The amount of money that it represents. …”
Roy: Musk's political role caused lasting reputational damage to Tesla
“I don't see the repute, the brand and reputational damage. You can't just undo, especially with Tesla being a, like, if it was a more progressive brand before the typical owner, at least was more progressive and environmentally focused. I don't see how you get…”
Parker: Tesla is impregnable to valuation analysis
“I think it's impregnable to analysis, so I don't know if it's worth 305 hundred, a thousand, or zero. It's been trading so disconnected from what I understand the core business is for so long.”
Albergotti: Tesla remains technologically far ahead of the industry in self-driving
“The company though is still, I mean, they're just way ahead of the industry technologically. I mean, the full self-driving technology is just like, it's incredible.”
Albergotti: True autonomous technology will drive Tesla sales despite Elon Musk backlash
“If Tesla starts, if they start updating their cars and they're selling cars that allow you to, you know, not have to pay attention at all, like not even look at the road. I mean, I think that company, if people are still going to buy that product, no matter wh…”
Hayes: Musk is about to face downside risks of political polarization
“Even though this has been very effective for him so far, he's about to learn a little bit more about the downside risk.”
Scaringe: Automakers retreating from EVs will be severely challenged by 2030
“In the long term you know, car companies that back off their electrification strategies are going to find them, find themselves in a really challenged position as it gets out to 20, 30 and beyond where the pure play folks like us or Tesla, Have had no other ch…”
Shapiro: Autonomous vehicle safety requires combining cameras, radar, and lidar
“This diversity and redundancy is really how you get higher levels of safety. So cameras are great, but they don't work in all conditions, and so when you combine radar, when you combine lidar, you have the strengths of many different types of sensors, and they…”
Shapiro: Tesla's camera-only system can probably reach full autonomy eventually
“Whereas I do have a Tesla and it's quite remarkable being camera based, but every once in a while, I still need to jump in and grab the wheel. So it's not there yet. Can it get there? I think it probably can eventually, but it's not there today.”
Ray Dalio pitched his employee rating software to Elon Musk, Jack Dorsey
“His great dream is that the principles and the dot collector would be adopted by other companies, and he went to other, to some of the most famous men in business. You know, he told people inside Bridgewater. He was talking to Elon Musk about doing this at Tes…”
Cramer: Tesla's battery division will solve major clean energy cost problems
“I think that battery division is going to solve a lot of what we have in terms of, like, you know, one of the things, why did, the obsession with clean power, I love it, but clean power is really, really expensive. I prefer battery power, and if Musk does what…”
Scaringe: Tesla possesses a highly profitable automotive service division
“Tesla's a great example of this. One of the big tailwinds they have is they have a great, highly profitable service arm.”
Kantrowitz: Tesla Launches 10-Vehicle Robotaxi Service in Austin
“Tesla's robo-taxi service in Austin is live. There are 10 vehicles and a human safety driver on board, though the safety driver sits in the passenger seat.”
Kantrowitz: Tesla is rolling out an Austin pilot with safety drivers
“We also have Tesla starting to roll out its pilot. In Austin, I think that's coming in the coming days, it's gonna be with safety drivers and Waymo will also be with drivers in the front seat until they until they get approval to drive.”
Petersen: Tesla and Volvo paused European production due to component shortages
“We saw this in Europe recently where both Tesla and Volvo announced that they were shutting down their manufacturing lines for a few weeks. I think they've reopened by now, but they had to shut down their lines. Because they couldn't get the components in.”