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 9 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
Morin: Tesla assembled the largest supercomputer in human history
“Tesla has also assembled the largest supercomputer in the history of humanity. That's a Tesla asset that is the GPU cluster that they've put together.”
Tesla and SpaceX trade at the world's highest revenue multiples
“Both Tesla and SpaceX are the two highest, I believe, like, dollars per dollar of revenue, or whatever you want to do, like, things in the world.”
Sam Lessin: Tesla will not receive robotaxi regulatory approval this year
“You forgot the most important line, which is you're not going to have regulatory approval.”
Lessin: BYD surpassing Tesla eliminates its structural valuation premium
“They're not the biggest shipping EV company in the world anymore. It's that Chinese company. Everyone has EVs. That kind of like structural advantage that makes them dramatically more valuable or differentiated from car companies is gone.”
Jessica Lessin: Tesla's Austin robotaxis require safety drivers in passenger seats
“There is a safety driver in the passenger seat.”
Sam Lessin: Elon Musk will still run Tesla in 12 months
“Yes.
Unless he does some hissy fit about his compensation package and like.”
Jessica Lessin: Tesla's Austin fleet has only about 11 robotaxis available
“I believe there are 11 of them available, 11 maybe, give or take one or two.”