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 11 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
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.”
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…”
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…”
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…”
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.”
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…”
Ferris: Selling electricity is illegal for non-utility entities in the US
“That it's illegal to sell electricity unless you're the electric utility.”
Ferris: Gas stations site EV chargers where utility demand charges are low
“Well, right now, the stations are being built by gas stations that are where the demand charges are low.”
Ferris: EV charging costs vary up to 6x across Wellington utility borders
“You know, like the, in this town of Wellington, if you go a few blocks north, it costs six times as much to charge. You go a few miles south, it costs four times as much to charge.”
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.”
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.”