On the cusp of Tesla's market shattering quarter, as Model 3 becomes the best selling car in the US, including internal combustion vehicles, I feel a lot of things, but mostly I feel a deep and abiding anger at those who sneered at the vision of Tesla.
Rather than celebrate I find myself searching for snarky tweets and headlines, some written only days ago. Like a hostile drunk, I am wandering through enemy territory on Twitter, throwing elbows at people, mad dogging, looking to cause a fight.
Tesla has been trying to do something completely far out, and now it looks like they've done it. Meanwhile the only thing that the cynics had to offer was their lack of imagination. And what gets me most is how self satisfied they were in their blindness.
It's a common trait of bullies that they turn your greatest strengths against you. If you're artistic you're called a faggot. If you are kind they call you beta. If you care about the planet we live on you're an "SJW." If you have a vision you are called delusional.
Our greatest gifts can all be twisted into something shameful by someone with no vision who calls us out and sneers at us. People have been sneering at Tesla, reveling in the setbacks, tweeting inane hashtags like #Noskidmarks that require way to much explaining to be clever.
In business, you always want to be ahead of the curve. But being too far ahead can be costly and painful. Elon Musk was almost too far ahead. His vision was so far in front of everyone that it quite literally should have failed several times over. But it didn't.
And after this quarter I think the rest of the auto industry and the rest of the world is going to be standing there looking like morons, with legacy infrastructure to unload, decades worth of underfunded pensions,
And an ocean of inventory that is losing resale value by the second.
My father worked in the solar industry. Every decade of my childhood I thought "this will be the decade that the world comes to understand that ALL energy on the planet is solar energy. And that..
.. tapping directly into the sun to power our transportation infrastructure is the biggest no brainier in all of history." My dad never got to see the solar industry fulfill its promise. He never got to see panels on my roof charge my car. He never got to see...
...that the car those panels charged was an elegantly designed, crazy fast, amazingly balanced spaceship on wheels that can literally drive itself. And for the last couple years I knew this day was possibly at hand. I knew that there were tens of thousands of people at Tesla...
... working to make my dad's vision possible. And while that amazing work was happening, there was a chorus of boos that formed kind of a noise floor all around the Tesla story. And despite Tesla's imminent victory, I'm still hearing the echo of those boos and I'm more livid..
... about them now than I think I would be if Tesla had actually failed. I'm not focusing on the positive. I'm not letting it sink in just how great this is for the world. I'm just pissed at everyone, from Wall Street Journal writers, to Seeking Alpha, to my old roommate Jeff.
You guys were all wrong and you gave me a ton of shit along the way. I don't get any of that back. I won't get any apologies or see any retractions published. I won't see my dad driving to work on electrons he got from the roof of the house.
A few days ago during the SEC debacle, I got legitimately scared. The cynics all came out that day with their knives. I thought it was all hanging in the balance. But I did what always do when I believe in something. I bought the dip. BTW, special shout out...
...to E-Trade for enabling after hours trading on my account. Who knew?
Anyway...If you bet against Tesla and lost, just remember that you deserve it because you're a person with limited vision whose been drinking buckets of piss from the fossil fuel industry. I hope you choke.
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