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 23 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
Elon Musk laid off Tesla's entire Supercharger team to prioritize robotaxis
“Musk also laid off the entire supercharger team, and now he's putting all his attention on an autonomous robo-taxi.”
Lacey: Tesla faced a DOJ criminal probe for inflating Autopilot capabilities
“Tesla was facing a criminal probe from the Department of Justice for inflating autopilot capabilities, and a handful of startups were facing cash flow crunches.”
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.”
Wesoff: Tesla had barely installed 1,000 solar roofs total by 2021
“Despite ridiculous promises about spooling up to 1000 roofs per week, I would say that he's barely installed a thousand roofs with the product, and it went through four different revisions over the course of the first few years.”
Baglino: Tesla prioritized vehicles over energy products during COVID chip shortages
“The same thing happened, by the way, in the COVID crisis where, you know, there were semiconductor shortages. It was kind of like, hey, vehicles, the breadwinner energy, you know, you're going to have to get the scraps and figure it out. And I don't, I think t…”
Baglino: Panasonic supply bottlenecks forced Tesla to cut Powerwall production in 2017-2018
“Especially as we got into the 2017 and 2018, there was a cell sort of pinch. Panasonic was having a hard time ramping, and we didn't have enough cells to go around between vehicles and energy, and so we had to kind of, like, pare back on the Powerwall build pl…”
Baglino: Tesla Energy Relied on Auto Business Before Reaching Standalone Profitability
“The energy business was heavily supported by the vehicle business through many years, to be frank, but finally kind of got out of that bird's nest and was able to fly on its own and generate serious profits and bring cash back to the Tesla broader company, and…”
Gurman: Apple considered acquiring Tesla and met with Musk before passing
“Initially, the first part of the car project was examining what it would take to acquire Tesla, integrate Tesla, and take Tesla to a new level under Apple ownership. And so they spent a lot of time exploring the possibility of acquiring Tesla. Apple's head of …”
Ramanathan: BYD overtook Tesla as the world's top EV seller in 2023
“They became at the end of last year, the leading seller of EVs. They edged out Tesla last year for that title”
Musk financed Twitter deal with $12.5B in Tesla stock collateral
“Because this deal is being financed by 12 and a half billion dollars of Tesla stock, the banks are holding that stock as collateral for the Twitter deal, and if his shares continue to fall, he has to sell those shares, and if he continues to sell those shares,…”
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…”
Lacey: Tesla received nearly $1B in NY subsidies for idle factory
“Tesla's solar production factory in Buffalo, New York sat mostly idle for years. A factory, by the way, that Tesla got nearly a billion dollars from the New York government to build.”
Tesla is investing $10 billion annually across AI, Dojo, and robotics
“You're investing ten billion dollars a year. That's what he's investing in. Dojo, the chip, and Optimus The humanoid robot and robo taxi.”
Lacey: Tesla, GM, Lyft, Uber, and Waymo promised robotaxis by 2020
“Tesla, General Motors, Lyft, Uber, Google's Waymo, they were all promising large fleets of robo-taxis with fully autonomous vehicles by the turn of the decade.”
Wesoff: Tesla is an EV company with a clean energy hobby
“However, the automotive leg is 95% of the company, and the energy storage and the solar are only five percent of the company. So his initial vision, Tesla is an EV company with a hobbyist Business in solar and energy storage.”
Lacey: Musk's ventures received over $5 billion in government support
“And to support his ventures, he's taken well over five billion dollars in government funding, including hundreds of millions of dollars every quarter from credits created by states to support electric cars.”
Baglino: Gigafactory Nevada was an unprecedented risk for Panasonic
“The gig factory in Reno was a huge risk taken by Panasonic to build a single factory bigger than all other factories combined in a new country where they had never done battery manufacturing before in a state with no manufacturing base, Nevada, you know, with …”
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.”
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…”
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.”
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.”