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 15 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
Cantor: BYD surpassed Tesla in quarterly EV sales in Q4 2023
“BYD hit all their targets last year in terms of sales, and they've surpassed Tesla in terms of fully electric vehicles on a quarterly basis in Q four.”
Cantor: Tesla Model Y was the world's top-selling vehicle in 2023
“The Model Y, at least according to Tesla, was the top-selling vehicle in the world last year, bar none at about 1.2 million EVs delivered.”
Wang: Battery and EV innovations make metal fuel systems cost-competitive
“Things like just basic breakthroughs in power electronics with Tesla and with battery energy systems all driving power electronics and inverters to record low cost levels now makes a system like this very affordable, whereas 10 years ago it would have been muc…”
Baglino: Silicon carbide in Tesla inverters saved three miles of battery
“So silicon carbide went there, and then silicon carbide went into the drive inverter to make the drive inverter about one percent more efficient, which you're like, oh, that doesn't seem like a lot, but when you think about, you size the battery to give you, l…”
Jaffe: Tesla Gigafactory discarded nearly half of its first-year battery cells
“The most famous, of course, is the first Tesla Gigafactory, which apparently they had close to half of their cells that they produced in the first year of that factory's production had to be discarded because they weren't getting the quality right.”
Huang: Tesla China sales have been flat over the past year
“The Tesla sales have basically been flat in the recent, in the past year or so.”
Baglino: Electrification delivers nearly 3x boost in primary-to-end-use efficiency
“And so when you stack that all up and you replace that with a renewable electrified pathway, you can get almost a tripling of end use efficiency, well, sort of well to wheel or primary energy to end use efficiency boost, which actually is the, One of the first…”
Cantor: BYD offers nearly 30 models compared to Tesla's two high-volume cars
“So again, they have nearly 30 models available. Tesla has five, but really two.”
Kann: Every Tesla Cybertruck on the road can export over 11 kilowatts
“Every Cybertruck on the road can already export north of 11 kilowatts.”
Letendre: Tesla Uses In-App Process for Texas and PG&E Grid Programs
“Tesla, you know, does have kind of an in-app process to participate in these programs. They're started in Texas. They're working with Pacific Gas and Electric in California to participate in their VDAX pilot program, and so I believe it is kind of a streamline…”
Half of Tesla's total global vehicle production is centered in China
“Half of Tesla's global production is centered in China.”
Steingart: Early Tesla used laptop battery cells to avoid explosion risks
“Six years later, after all of these batteries catching fire, the initial team at Tesla said, let's just use cells that we don't know don't explode, which are cells that are in laptops. So the immediate predecessor to the cell that Brett took apart was used in …”
Cantor: US EV sales split 80-20 between BEVs and plug-in hybrids
“But the BEV and PHEV split is 8020 in the US because Tesla has played such a dominant role.”
Woolley: European EV charging uses roaming aggregators unlike standalone US networks
“There are what we call roaming aggregators within the European market. So there's companies like Hubject and Jurev that allow for platforms on the other side to interface with a variety of different charging infrastructure networks and provide a single seamles…”