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Claire Musk Profile picture
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6 Jun, 6 tweets, 4 min read
Death of #Tesla "Battery Advantage" 🧵
Back in 2019-2020, $TSLA pumpers claimed that Tesla was going to make its own cutting-edge, proprietary batteries in its Shanghai factory. "Multi-decade lifespan", "density capacity", "million mile" were the prevalent buzzwords. $TSLAQ 1/6
Then, news came out that #Tesla was buying LG cells. $TSLA pumpers had to adjust the narrative, which morphed into Tesla was buying LG cells "temporarily" to "increase capacity utilization to tap additional operating leverage." The battery breakthrough will come soon though. 2/6
As late as ~2 months ago, $TSLA pumpers were still relentlessly beating the drum that #Tesla was expanding its Shanghai factory by buying up additional adjacent land: "Tesla is Rumored to Have Acquired Significant New Land", "Speculation is that Tesla is the bidder" $TSLAQ 3/6
Then the truth came out: #Tesla didn't buy that land. No new battery plant. Existing car production capacity was about it.

$TSLA pumpers went silent about that little detail. $TSLAQ 4/6
thetruthaboutcars.com/2021/05/report…
And just a few days ago, news came out that CATL was going to plop an *80* GWh plant in Shanghai to supply #Tesla. For reference, $TSLA/Panasonic's NV plant is only at <35 GWh. CATL currently supplies the inferior LFP batteries to Chinese-made Teslas. 5/6
reuters.com/technology/exc…
Oh, and CATL isn't bound to supply only $TSLA. Its customers also include @VW, @Daimler, @BMW, and @GM. CATL's expansion is part of its government's Made in China 2025 plan.

#Tesla sources commodity cells from suppliers. There is no "battery advantage" or "secret sauce". 6/6

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More from @ClaireMusk

Claire Musk Profile picture
4 Jun
How @SEC_Enforcement Destroyed a Whistleblower 🧵:
Martin Tripp met with @SEC_Enforcement in mid-2018. Tripp gave irrefutable evidence of immense waste, & $TSLA using scrapped, unsafe batteries in its cars, which heightened the risk of fires. #Tesla 1/
businessinsider.com/former-tesla-e…
We now know that behind Tripp's back, @SEC_Enforcement had decided that #Tesla was exempt from enforcement action (thanks to the excellent reporting by @WSJ @rfelliott @davidamichaels). 2/
wsj.com/articles/tesla…
@SEC_Enforcement left Tripp out to dry. Meanwhile, Tripp was trying to defend against #Tesla's $167 lawsuit against him. He snapped. Instead of continuing his legal fight, Tripp publicly dumped all of his case's evidence (which in fact vindicate him). 3/
autonews.com/automakers-sup…
Read 7 tweets
Claire Musk Profile picture
23 May
🚨 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
Read 5 tweets
Claire Musk Profile picture
9 May
Elon Musk Faking "Aspergers":
Musk claimed on SNL last night that he had "Aspergers" to explain away his frauds and various evils.

In his nearly 50 years of life, Musk has never mentioned "Aspergers" once. Nor have his several biographers, his mother, his father... 1/5
...his brother, his sister, his cousins, his current girlfriend, his ex-girlfriends, his ex-wives, his current and past business partners, his officers, his directors, his employees, or even his lawyers ever mentioned anything about an ASD/Asperger's diagnosis. 2/5
What we do know is that the @NTSB report about the TX driverless #Tesla crash will be imminently released. That there is Congressional scrutiny over "Autopilot" and "Full Self Driving". That Chinese regulators are clamping down on Tesla's defects and hurting sales. 3/5
Read 5 tweets
Claire Musk Profile picture
9 May
Musk on SNL, Live Thread for $TSLAQ: Miley Cyrus sings a Mother's Day song while wearing a... breast shirt. A bunch of unfunny Mother's Day tributes by cast. Musk comes out, stiff as a board, smirking and steepling. Does the neck twitch thing. He's definitely on uppers. 1/5
Makes fun of his speech pattern and then says he's the "first person with Aspergers to host SNL". Jokes about it. Then tries to sell genius visionary bullshit about colonizing other planets. Jokes about abusing Twitter. 2/5
Says he's not a "chill normal dude" because he "reinvented" electric cars and "sends people to Mars". Jokes about smoking weed on Joe Rogan. Makes OJ joke about "killing it" on SNL. Jokes about his son's name being indecipherable. Super jumpy and twitchy now. 3/5
Read 5 tweets
Claire Musk Profile picture
7 May
🚨 The #Tesla Model Y is Dangerously Defective 🚨

The latest car from Tesla has a deadly defect. If its battery dies, rear-seat passengers are trapped: there is NO MANUAL RELEASE for the rear doors.

This information is ONLY in the Emergency Responder Guide... $TSLA $TSLAQ 1/5 Image
...and NOT in #Tesla's regular Owner's Manual, which misleadingly says to use the "manual door release", without specifying that there is NO SUCH RELEASE for a Model Y's REAR doors. Additionally, passengers unfamiliar with this defect face a higher risk of death if trapped. 2/5 Image
This fatal defect exists in the #Tesla Model 3, which was introduced back in 2016. It has now carried over to the Model Y. Its deadliness is compounded with the 3rd row being stuffed into the back, and Musk marketing the car as seating 7 adults.
h/t @laque_tess @sbalatan 3/5 ImageImage
Read 5 tweets
Claire Musk Profile picture
29 Apr
This is a poorly researched article from @WSJ, which fails to account for:
1/ BATTERY DISPOSAL. What are the costs of disposal, and the disposal's environmental impact at both the battery's & the vehicle's end of life? #Tesla $TSLA $TSLAQ
2/ EV BATTERIES DEGRADE. By 60k mi., a #Tesla's battery can lose 15% ~ 25% of its capacity. What's the environmental impact replacing the battery every 100k mi.? ICE vehicles don't lose range, and even a new engine is cheaper than replacing a battery. electrek.co/2020/06/06/tes…
3/ FAKE RANGE. Tesla has been proven by many different organizations to overestimate their range. What is the time value of needing to charge more often? Of being stranded on the side of the road because Tesla lied about the remaining range?
edmunds.com/car-news/testi…
Read 6 tweets

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