Journalist David Ferris explains Tesla's existing manufacturing commitments amid Elon Musk's bid to acquire Twitter.
Assertion Supported
Musk expects Tesla to hit 20 million annual vehicles with 50% growth
“And Elon Musk's expectations for Tesla are for 50% growth, growth per year. Soon selling twenty million vehicles per year, which necessarily means taking market share away from those other vehicles.”
Prediction Not checkable as stated
Ferris: Urban gas stations will probably not survive EV transition
“Well, I would guess that urban gas stations are probably not gonna survive. Or are going to exist in a much more scaled back form. And the main reason for that is not competition from the pharmacy or from the grocery store, but just from your own garage or fro…”
Assertion Supported
Musk called California lockdowns fascist but stayed silent on Shanghai closures
“Famously, when his California factory was locked down, he called the officials who imposed that fascists and really publicly bristled against it. But there's been a similar lockdown going on in Shanghai at his factory, and he hasn't Pushed back against it at a…”
Opinion
Unlike Jeff Bezos at The Washington Post, Musk courts public controversy
“Bezos, Jeff Bezos bought the Washington Post, but because of that, you don't really have any more insight into how Jeff Bezos feels about the political issues that the Washington Post covers. He's in the background. I'm sure he has his opinions, but he doesn't…”
Assertion Supported
Ferris: Utility Demand Charges Push EV Charging Deeper into the Red
“EV charging isn't something that generally makes anybody money these days, but that demand charge can put it dramatically in the red, and it's something that the whole EV charging industry, with gas stations as a subset, is struggling with how to solve.”
Prediction Not checkable as stated
Ferris: Highway gas stations are primed to survive EV transition
“The place where it is going to be salient is if you're taking a road trip. There's a lot of places in, a lot of places where there is no other place to put A charging station other than the gas station. And so I think you're gonna see that those stations are k…”