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 17 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
Coogan: Tesla Acquisition Eliminates Musk's Operational Pay Milestones
“If Tesla undergoes a change of control, essentially, if Tesla is acquired, the operational requirements disappear. You no longer have to hit a million robotaxis or a million optimists to unlock those new tranches of stock for Elon. If there's a change of contr…”
Coogan: China controls 85% of the global humanoid robotics market
“So 5000 units were delivered from each unitary and adubot. By comparison, U.S. Companies, including Tesla and figure, shipped only a few hundred robots each, if that. China is also estimated to control about 85% of the global humanoid robotics market, and also…”
Coogan: $8.5T Acquisition Triggers Full 423M Share Pay Package for Musk
“If that figure reached 8.5 trillion, all 12 tranches Tronches could qualify, putting Musk in line for the full four hundred and twenty three million share award without Tesla ever having to accomplish many of the pay packages operational milestones.”
Hays: Tesla is transitioning Fremont to produce 1M Optimus robots yearly
“Elon and Tesla are transitioning their Fremont Facility to make Optimus. And they plan to scale that facility up to be able to make a million of these things a year on a relatively near term time horizon.”
Tesla's Texas refinery can supply lithium for over 500,000 EVs annually
“The single refinery can supply lithium for over 500,000 EVs per year, and directly challenges China's 60% grip on global lithium refining.”
Tesla built its Texas lithium refinery in just 19 months
“It went from groundbreaking to first production in just 19 months, an unheard of timeline at this scale.”
Coogan: Andrej Karpathy broke AI consensus by projecting a decade of agents
“Even though he's worked at OpenAI, even though he's worked at Tesla, he broke rank, he went on the Dwarkesh Patel show, and said, you know what, I think we're more in a decade of agents. I think AGI might not be right around the corner. He took a contrarian st…”
Cosgrove: Musk Tried Absorbing DeepMind in 2014 and OpenAI in 2018
“He tried to absorb DeepMind into Tesla in 2014, then OpenAI in 2018.”
Coogan: Teslas Are Prohibited Near China's Forbidden City Over Camera Mapping
“You know that in China you can't drive Teslas near, Tesla sells very well in China, but you can't drive Teslas near the Forbidden City because they know that they have cameras and they don't want Tesla mapping. Yeah. That area.”
Tesla launches three-row Model Y L in the US and Puerto Rico
“The Model YL from Tesla. Is coming to the United States. It's now available in the United States and Puerto Rico. Deliveries are still a couple months out, but it's a three-row, six-seat configuration for the Model Y.”
Tesla beats Q1 expectations with $22.4B in revenue and $1.45B net income
“Tesla also released Q one earnings revenue of two point 22.4 billion versus 21.4 billion estimated. So they beat on top line. They also beat on net income. 1.45 billion versus 1.17 billion estimate.”
US probe found 3.2M Tesla FSD vehicles run on Samsung chips
“And according to a U S regulatory probe, there were
3.2 million vehicles, Teslas on the road in America with FSD systems that were basically all running Samsung chips inside.”
Coogan: Tesla valuation is up 22x since the 2018 take-private proposal
“So at that time, Tesla was worth sixty four billion dollars, and he was proposing to take it private at seventy one billion dollars. It's worth 1.44 trillion today. So the stock is up 22 X since that.”
Nikola Sued Tesla for $2 Billion Over Design Features in 2018
“In May of 2018, they sued Tesla for two billion dollars over design features.”
Tesla Provides Instant Online Quotes for 100MWh Megapack Systems
“You can literally get a quote for a hundred megawatt hour Tesla Megapack system online without speaking to a human.”