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 16 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
Vogt: Tesla autonomous fleet data is high-volume but low-quality
“And so you've got Tesla that maybe has a large amount of low quality data. It's just camera data from a bunch of vehicles. And then you have crews and others that have a lot of Very high resolution, high quality data from these lidars and radars and other sens…”
Vogt: Teslas may adopt low-cost LiDAR while Cruise drops it
“I think in the future, you know, the cost of LiDAR is coming down to the point where they basically cost the same as a camera, and so I wouldn't be surprised if in the future you see Teslas with very low-cost LiDARs, and you might see cruise vehicles with very…”
McKenzie: Tesla had a messy, cut-throat, throw-under-the-bus culture
“It's totally different from Tesla, which was messy and cut-throat and had to, like, throw everyone under the bus kind of culture.”
Raz: Rivian is the current gold standard for electric trucks
“Tesla has a car and Ford has one, but they really are kind of the gold standard for electric trucks at the moment.”
Ferguson: Nuro's BYD partnership enables capacity for hundreds of thousands of vehicles
“Well, so we're working with BYD who is, they usually alternate between Tesla as the number one or number two electric vehicle manufacturer in the world. I think right now they're number one. And so we do have the capacity or will have the capacity to make hund…”
Scaringe: Rivian employs roughly 500 to 600 former Tesla workers
“We say we've got about 13,000 employees. A lot of our employees formerly worked at Tesla, so probably like five, 600.”
Baird: Targeting low-income customers gives BlocPower a mass-market advantage
“We've flipped that on its head and said, we're going to start with the lowest income people first, and that allows us to be mass market first, and so that has been a painful journey, but now that we've seen a little bit of success, yeah, we do have a competiti…”
Raz: Method and Tesla won by making green products cool and luxurious
“Method really broke the mold by making it cool and luxurious. Tesla did the same thing with electric cars. They didn't invent electric cars. They just made them so awesome for people that people went to them.”
Scaringe: Tesla holds roughly 50% EV market share via two models
“You know, they have fifty-ish percent market share, because they have two great products. The Model Three and Model Y are great products.”
Scaringe: Rivians will access Tesla Superchargers starting in early 2024
“Well, there won't be any prioritization. So starting early part of next year, will Rivians will be able to access the Tesla charging network. And in the beginning, it'll be through an adapter, and then over time, our vehicle's charging port will move to what's…”
Scaringe: Over 80% of Rivian customers are first-time EV owners
“And again, we now have data on this where less than 20% of our customers have owned EVs before, meaning more than 80% have ever owned an EV.”
Scaringe: Tesla's success helps Rivian rather than hurting it
“Earlier than us in building what I think of as a very strong brand, we saw that as a good thing, but the world needs more than just Tesla to convert those one and a half billion cars to electric and to completely remap the industry. So we, yeah, I think the wo…”
Scaringe: Copying Tesla's Roadster a decade later was not worth doing
“Tesla launched its roadster in like the 2006, 2007 timeframe. And the thought of going out and building what Tesla had already done, you know, 10 years later, just, it felt like that wasn't a problem that the world needed worked on.”
McKenzie: Elon Musk offered him a Tesla job instead of a biography
“I was pitching him the idea of this book, but Elon said, I don't know about the book. Maybe, but would you be interested in a job at Tesla?”
Berdichevsky: Early Tesla battery prototype was super-glued laptop cells
“The sort of initial prototype of the battery was laptop cells that were literally super glued together. And so that was what we started with. And over the course of four years, we engineered a system that was able to interconnect cool and safely manage Almost …”
Suppliers initially mistook Numi for automotive manufacturer NUMMI
“I used to call people for packaging and I'd say I'm from NuMe. And they would call me back. They would give me all the attention in the world. I'd be like, wow, they're really helping a tiny little startup. And then later on, I realized they thought we were ne…”