Claire Musk Profile picture
Aug 20, 2021 10 tweets 9 min read Read on X
🚨 #Tesla's @Theranos-level LIDAR Lies 🚨
During Tesla's "AI Day", its representative said, "Here, we have a real clip that was gotten from a car. It then goes through an auto-labelling pipeline to create a 3-D reconstruction of the scene..." $TSLA $TSLAQ 1/9
He's technically not lying. But he's omitting that the "Real World Clip" was obtained from a #Tesla company car mounting LIDAR sensors (examples below). This builds upon @ValueDissenter's excellent thread on Tesla cheating with LIDAR sensors. 2/9
Here's why I'm also sure. #Tesla's LIDAR rigs feature static lidar sensors angled downwards. So there will be blind spots, especially during turns with high objects above. See how the canopies are cut-off? The camera - and the audience - can see them. The LIDAR didn't. 3/9
@ValueDissenter also mentioned that #Tesla's real LIDAR rig (not the photoshopped car in the video) is ~20 ft. behind. That's the orange box in this clip, which eerily follows the photoshopped car at the same speed. 4/9
Here, trees overhang the road on both the right & left sides (as the camera captures), but the LIDAR system only detects the left side overhangs (right side sensors too close to the hedges).
The point cloud from the blocked driveway on the right also came from LIDAR mapping. 5/9
I don't have a problem with anyone using LIDAR sensors & mapping. I do have a problem with:
- Elon Musk calling LIDAR "a crutch" & "lame"
- Musk disparaged @Waymo and called their LIDAR mapping "friggin stupid" and "fragile"

Elon Musk is, at best, disingenous. 6/9
More importantly, both fanboys - and #Tesla itself - claim that its "billions of miles of real-world driving data" makes $TSLA the leader in vehicle autonomy. That's a lie.

AI Day proved that Tesla is using a few company LIDAR rigs to make simulation maps for training... 7/9
...along with a thousand manual labellers that train an automated labeller.
In other words, #Tesla's only beginning to do what @Waymo's been doing since early *last* decade. $TSLA $TSLAQ 8/9
waymo.com/intl/en_us/dat…
The LIDAR revelation means Tesla has lied about everything.
$TSLA's valuation is based on lies.
Musk's capital raises have been based lies.
Walter Huang died believing #Tesla's lies.
It's all #Vaporware and #Autonowashing. cc: @FTC @NHTSAgov @SenMarkey @SenBlumenthal $TSLAQ 9/9
@theranos *Correction to quote: "Here, on the left side, you are seeing a real clip that was gotten from a car. It then goes through an auto-labelling pipeline to produce a 3-D reconstruction of the scene..." (Sorry, I started working on this thread last night and it was getting late)

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More from @ClaireMusk

Jun 10, 2022
🧵 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
Read 17 tweets
Apr 25, 2022
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 Image
Read 9 tweets
Apr 23, 2022
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
Read 15 tweets
Apr 22, 2022
🧵 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
Read 4 tweets
Oct 20, 2021
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)
Read 5 tweets
Oct 19, 2021
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
Read 6 tweets

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