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 15 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
Immerman: Waymo remains significantly ahead of Tesla on safety metrics
“But when you take a step back and compare the data, whether it's disengagements, reported accidents in Austin, Waymo is still significantly ahead today, and we feel really good about their position.”
Tusk: Tesla Valuation Is Built on Elon Musk Narrative, Not Fundamentals
“Tesla should not be worth a fraction of what it's worth today, if not for The narrative and the belief by investors that Elon, and he is a genius, but like that Elon will just figure things out that no one can predict, including Elon right now, and therefore t…”
Power: Pursuing 100% manufacturing automation creates inflexible systems and is a bad idea
“And we are never going to be like fully, fully automated. Cause like Tesla tried to do this. SpaceX tried to do this. It's just like a bad idea. Cause you build this inflexible system. It's just super brittle.”
Power: Vertically integrated deep tech companies either reach Tesla scale or die
“Large vertically integrated companies have two options. One is basically you do the whole thing and you win and you're like TSMC or like Tesla big, or you like die getting there. And there's no kind of halfway mark.”
Clark: SpaceX, Tesla, and Anduril accelerated growth at multi-billion scale
“I was looking at the revenue curves actually of and roll and SpaceX and Tesla the other day, and they are some of the only companies that have actually accelerated growth at scale, which is to say they are growing at a faster rate at multi-billion dollar scale…”
Diamond: Learned more at Tesla factory than in engineering classes at Penn
“I found that I was learning more in the, you know, in the Tesla factory than in an engineering classroom at Penn.”
Venner: Gwynne Shotwell was the operational glue holding SpaceX together
“Gwen was as driven as Elon, but in a nicer Way that helped the company keep moving forward and not just burn everyone out as they went but brilliant, brilliant. Knew where to focus, what to do, kept things going when Elon would go up and focus on Tesla, the bo…”
Field: A truly special product's design functions as its own logo
“If the product is that special then I think it's probably got enough brand characteristics that it kind of functions as a logo. And so, for example, a Tesla car, like, can you take the Tesla logo off of a Tesla car? Sure. But like, you probably still know it's…”
Clark: Five of the ten most valuable companies are hardware companies
“Even right now, five to 10 most valuable companies in the world are hardware companies. Apple, Nvidia, Broadcom, Tesla, TSMC.”
McCord: Hardware development is shifting to tight continuous iteration pioneered by SpaceX
“The world is moving from this like type one hardware development where you will work really hard. You'll iterate on a prototype or a design of something, a widget, a machine, and then you will sort of set that design. You'll lock it and you will print manufact…”
Sam D'Amico: Lower-end Tesla Model 3s use CATL or BYD batteries
“A number of very, very big, very, very competent companies like CTL, UID, et cetera, make the actual packs for the lower end of Tesla's Product line now. So if you get a low end model free, you're actually getting a CTL or BYD pack. You're not getting a you're…”
Bry: Skydio hires many Tesla Model 3 production alumni
“Tesla has generated some great alumni, and we have a lot of fantastic folks that have come from floors in the fire of production hell on Model Three”
Wander discontinues Tesla vehicle inclusions at its rental properties
“No, we no longer offer the Teslas at the homes.”
Wander offered in-app Tesla unlocking just six months after launch
“When Wander launched as a six-month-old company, and you would go and stay at one of these homes, you had a Tesla that you could unlock through the app.”
Sam D'Amico: Tesla Powerwall costs $12,000 plus $6,000 for installation
“So a Tesla Powerwall installation costs about six grand. And then like, so the Powerwall costs like 12 grand, but like installing it costs six because you essentially have to go to your main electrical panel and do all this hacking to make your house able to b…”