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 58 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 Supported
Baglino: Puerto Rico is one of the largest Powerwall markets
“Puerto Rico is still one of the largest power wall markets, which is kind of wild, because there's not a lot of people in Puerto Rico. But I think it might be the single largest power wall market still.”
Drew Baglino Apr 23, 2025 ▶ 25:25 The scrappy beginning of Tesla’s energy business
Opinion
Drew Baglino: Tesla Had Obvious Advantages in Stationary Energy Storage
“Tesla can do this so well. We know so much about power electronics. We know so much about batteries, and it just seems obvious that this is going to happen.”
Drew Baglino Apr 23, 2025 ▶ 0:22 The scrappy beginning of Tesla’s energy business
Assertion Supported
Baglino: Tesla Built 1,000 'Powerwall Zero' Units From Model S Batteries
“Tesla had done a very early, we call it like, it doesn't even have a name, it was called, you could call it like Powerwall Zero. It was like a sort of cobbled together Model S battery module. I think we did a thousand of these early systems with SolarCity. And…”
Drew Baglino Apr 23, 2025 ▶ 4:39 The scrappy beginning of Tesla’s energy business
Assertion Not checkable as stated
Baglino: Tesla picked 'Powerwall' name the day before launch
“Yeah, we didn't actually have that name solidified until the day before the Powerwall presentation in 2016.”
Drew Baglino Apr 23, 2025 ▶ 26:50 The scrappy beginning of Tesla’s energy business
Assertion Not checkable as stated
Gurman: Apple Car project faced early rift over autonomy levels
“The big disagreement that, that Apple was facing from the get-go of the project was the level of autonomy to work through, right? Would it be something close to no autonomy? Would it be something like level two, like you see in a Tesla? Would it be level five …”
Mark Gurman Mar 28, 2024 ▶ 11:01 Inside Apple’s failed car program
Assertion Supported
Tesla delayed Cybertruck and Roadster to 2023 to prioritize factory ramps
“Tesla said that It was so, going to be so occupied, ramping up those factories, that it was going to have to put off, ah, two highly anticipated models, the Cybertruck and the Roadster to twenty-twenty-three, in order to deal with the big tasks ahead of it.”
David Ferris May 4, 2022 ▶ 13:12 Could Elon Musk’s risky Twitter takeover hurt Tesla?
Assertion Supported
Tesla sold 75 percent of US electric vehicles in early 2022
“First three months of the year, Tesla sold an overwhelming 75% Of all the EVs in the country.”
David Ferris May 4, 2022 ▶ 7:15 Could Elon Musk’s risky Twitter takeover hurt Tesla?
Assertion Partly supported
Tesla stock fell nearly 20% in the week after Twitter deal announcement
“The share price dropped by nearly 20% over the following week, and many wondered, is this going to be a problem for Tesla?”
Stephen Lacey May 4, 2022 ▶ 0:50 Could Elon Musk’s risky Twitter takeover hurt Tesla?
Assertion Supported
Wesoff: Tesla recently logged first profitable quarter without regulatory credits
“So Tesla recently logged one of its first profitable quarters in which it wasn't reliant on zero energy. Vehicle emission credits to make its numbers.”
Eric Wesoff Dec 22, 2021 ▶ 2:55 Elon Musk is person of the year. What's his Tesla legacy?
Assertion Supported
Lacey: Tesla's 2021 valuation exceeded Toyota, VW, Ford, and GM combined
“And today, as a public company, it has a valuation higher than Toyota, Volkswagen, Ford, and General Motors combined.”
Stephen Lacey Dec 22, 2021 ▶ 13:11 Elon Musk is person of the year. What's his Tesla legacy?
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