🚨 Kimbal Musk: Fake Farmer
Elon Musk’s brother Kimbal wants to build an image of himself as an urban farming innovator.
He went on national TV to say that his startup invented container farming, and “built 10 of these farms literally in old, used shipping containers”. #Fraud 1/5
The media naturally lapped it up wholesale.
Kimbal’s website further reinforces his narrative with claims about "our farms", "our hydroponic system", "our latest farm design", & "our modular farm-tech platform". As if Kimbal holds proprietary trade secrets. 2/5
Now consider a company called @FreightFarms. See anything familiar? Purple LEDs? Vertical growing panels & hydroponics? Propping up container farms to encourage urban farming & as educational tools?
What Kimbal Musk & Square Roots wants to hide is... 3/5
Square Roots simply bought their container farms from Freight Farms, and slapped a Square Roots logo on it.
That’s it.
That’s Kimbal Musk’s great innovation. The one he says will deliver “real food” to astronauts on Mars. #Bitcoin $BTC #SpaceX $TSLA $TSLAQ 4/5
Of course, you will not find any mention of Freight Farms on Square Roots's website.
Kimbal Musk didn’t invent anything. He didn’t build anything.
Kimbal Musk’s greatest innovation is switching out logos. An innovation as real as Kimbal’s cowboy hat persona. 5/5
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🧵 On Battery Investor Day, Elon Musk Promised #Tesla Will Make 100 GWh of Batteries in 2022
$TSLA stock shot up 3x since then.
Musk lied. It was another stock pump. Here's why. #Vaporware $TSLAQ 1/16
Musk's specific promise was that #Tesla's internal production of cells - in addition to what $TSLA buys from @Panasonic and others - will be 100 GWh this year.
He said that the 100 GWh will come from his new, 100% integrated Texas factory.
Except it's physically impossible. 2/16
Let's first start down memory lane, and see how #Tesla influencers pumped Musk's Nevada JV with @Panasonic back in 2016.
The promise 6 years ago was a massive expansion to 150 GWh.
But the Nevada JV has been stuck at 35 GWh/yr instead. 3/16
Theory: I strongly believe that Elon Musk will face criminal charges before November. 1) @TheJusticeDept has pledged to crack down on white collar crime, and midterms are coming up. The political angle's to distance the lax enforcement... 1/9 thehill.com/news/administr…
...during the Trump administration (think Jay Clayton & @HesterPeirce), and blame economic issues on corporate malfeasance.
What better way to do so than to lay out all the ways that Elon Musk, the richest man in the world, stole billions & deserves jail? 2/9
2) Musk's PR machine has gone into overdrive in the past half year or so. It seems to have started with @danahull attacking the Biden administration.
Then came the Times Square ads, the @TIME & @FT Man of the Year awards, additional lobbying from @business, and more. 3/9
Someone asked me, why is $TSLA's stonk price not falling, despite the overall market deterioration, supply chain/inflation, market share loss, legal/regulatory troubles, Musk's Twitter debacle, no product pipeline, key claims failing ("Full Self Driving", solar, batteries)? 1/15
Not trading/investment advice, I do not have a crystal ball or insider info:
$TSLA is a faith-based stonk shown by its fundamentals/ratios. Its fanboys will keep buying with every paycheck as the narrative stays intact. An elevated stonk price engenders faith. That is why... 2/15
...Fanboys are obsessed with "stonk price bro".
Fanboys are largely middle class, white collar, predominantly middle aged/older beta males who have staked their retirement accounts and identities and egos in $TSLA. 3/15
🧵 The more I think about it, the more I see how Elon Musk's bid for $TWTR creates enormous risks for $TSLA hodlers. There's no synergy. Musk has no business plan except Muh Freedom. He did no due diligence. He made the "offer" by texting $TWTR's board chair. $TSLAQ 1/4
He's going to gut @Twitter's management the way he gutted #Tesla's. $TWTR's general counsel and CFO will suffer.
He says he'll do this by maxing out stock margin, which exposes $TSLA hodlers to enormous downside risk without any positive benfits except to silence/dox critics. 2/4
$TWTR's just one more distraction - a highly politicized one at that - for the narcissistic sociopath.
All for what? To get at a bunch of random nobodies in $TSLAQ? To mock @SEC_Enforcement? And if he backs off, what'll be the excuse? 3/4
Dear @missy_cummings, congratulations! May I humbly propose some recommendations for a national autonomous vehicle testing policy: 1) All companies testing/marketing anything that suggests autonomy (e.g. "Full Self Driving") must publicly report all disengagements & interventions
2) Videos of disengagements & interventions should be uploaded to a public server, since they are already being captured by the cars themselves 3) Testing companies should be required to disclose where these vehicles are being tested, and who they're being tested by
4) All companies should be directly and fully liable for any damage caused by the testing, they should not be allowed to push responsibility off onto testers 5) All test cars should be highly visibly and clearly marked as such (e.g. rooftop signage, large font/reflective decals)
Thread on the #Tesla Model 2 Fraud (aka "Fluffy Pillow" h/t @passthebeano)
It's being asked as an earnings call question again. It's simple: Musk LIED. The "Fluffy Pillow" is NOT going to happen for $25k. Musk just hiked the Model 3 SR+ (50 kWh) price to $42k... $TSLA $TSLAQ 1/6
...and that's *with* corner cutting with inferior Chinese LFP cells, killing lumbar adjustments, cheap paint, ersatz chips, not doing brake testing, etc.
Maybe #Tesla can cut $3k more with a tiny battery, but that'd mean a <150 mi. range. Making it a subcompact... 2/6
...might shave only a few hundred in raw material costs. Tesla's cut to the bone. There's nothing left to squeeze.
Elon Musk's strategy behind the #Tesla "Fluffy Pillow" was to use the car as a loss leader. He banked on FSD uptake pushing it into positive margin territory. 3/6