Thread by @Tweetermeyer

I needed some comedy today, and boy did this do the trick

Musk doesn't materially address any of the meaningful manufacturing questions/issues and Munro quickly stops even hinting at them and lobs softballs, but apparently this comes across as a deep, substantive and focused talk about manufacturing to lots of folks🤷‍♂️

"The real obstacle to Full Self-Driving is state-to-state variations in road lane markings" sure is a take.

"Organizational and structural errors manifest themselves in the product" is as close to an actual insight as you'll find here. Of course, if you Google "Tesla galvanic corrosion" you'll realize the material mix lessons Musk hints at were learned on customers.

I know I've said this before, but the fact that Tesla has engineered two versions of the Model Y and that the second has LESS in common with the Model 3 (despite being almost indistinguishable from it) shows that basic automotive strategy is a lesson that lingers, unlearned.

All of this talk about wiring is about a concept that Tesla engineers have been working on in their abundant free time (ha ha), and which (based on the latest information I've heard) has never come close to working. Insiders tell me it's a "pipe dream." electrek.co/2019/07/22/tes…

Sandy Munro chooses to close out this farce by stating that short selling is "immoral" and asks for Musk's take, because who could guess what he thinks about the subject?

A fitting conclusion to this laugh fest.