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.

clear all ✕

why aren't all 7 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

Assertion Partly supported
Tesla produces equal or more Scope 1 and 2 emissions than GM
“On scope one and two, for example, Tesla has the same or even more emissions per unit volume than do GM and Ford.”
Tony Davis Jun 29, 2020 ▶ 31:33 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Assertion Supported
Musk tweeted '$420 funding secured' before calling bankers to evaluate buyout
“And Elon put out his infamous tweet around four, 20 funding secured. Then he called the bankers, which was slightly out of order.”
Gregg Lemkau Jan 9, 2023 ▶ 14:12 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
Assertion Supported
Cembalest: Elon Musk's Tesla Pay Is an Outlier Compared to Major Indices
“Last week, I did a post on Tesla, a story in pictures, which was kind of a brutal and cruel assessment of everything you're going on at Tesla, including, by the way, a chart on CEO compensation that shows how much Elon Musk gets paid for a loss-making enterpri…”
Michael Cembalest Apr 23, 2018 ▶ 56:06 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Assertion Supported
Lewinsohn: Hertz's post-bankruptcy crisis stemmed from Tesla residual value collapse
“Hertz had a problem coming out of their restructuring that they had too many Teslas. It wasn't only that people didn't want to rent Teslas. I think people found Tesla's interesting to rent. They're great cars. The problem was the residual value was much worse …”
Jonathan Lewinsohn Feb 2, 2026 ▶ 26:50 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
Assertion Supported
Milken: Tesla Lacked an Investment-Grade Rating Even Near a $1T Market Cap
“Tesla was not investment grade that even it was approaching a trillion dollars in market cap.”
Michael Milken Feb 26, 2024 ▶ 46:29 Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
Assertion Supported
Granade: Tesla and US Intelligence Were Early Domino Data Lab Customers
“So like Tesla was one of our first customers, parts of the U S intelligence community. We had a relationship with In-Q-Tel started using it”
Matthew Granade Aug 3, 2020 ▶ 13:50 Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
Assertion Supported
Vision Ridge owned the largest US EV fast-charging network outside of Tesla
“And we had owned the largest electric vehicle fast charging network here in the U S other than Tesla.”
Reuben Munger Jul 6, 2020 ▶ 28:11 Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
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