🧵1/n

@elonmusk's counterclaim suit against @Twitter

Full document. $TWTR 2/n

1/4 — To mitigate the effects of #Starlink satellites on astronomy research, @SpaceX has developed a space-stable dielectric Bragg reflector film that reduces satellite visibility by an order of magnitude.

SpaceX will also be offering this film at cost to other operators! ❤️ 2/4 — @SpaceX has also developed a low reflectivity black paint, which is five times less reflective than the current darkest available space-stable paint, to coat various reflective #Starlink satellite components.

🧵1/7 — My take, by real estate analogy, of what happened between @elonmusk (buyer) and @Twitter (seller)

▫️ Seller lists the house as being less than 5% infested with termites

▫️ Buyer makes an offer and enters into a purchase agreement with the buyer 2/7

▫️ Purchase agreement includes a provision that seller will provide access to the house to the buyer's building inspector

▫️ Seller breaches the purchase agreement by not providing access to the basement and cellar of the house, rendering full inspection impossible

🧵1/9 Energy Thread

Setting aside the impacts of fossil fuels on climate, environment, and health, there still remains 2 very good reasons for countries to transition to sustainable energy as fast as possible: Energy Security & Price 2/9

▫️ 80% of the world's proven crude oil reserves are controlled by only 8 countries.

▫️ At our current rate of production, the world's oil reserves will be depleted in 53 years.

1/5 🧵— The 8 tell-tale signs of con artists:

▫️ Bait: They’ll offer you a small reward upfront, something exclusive that you desire or find appealing

▫️ Affinity: Claim their interests and motivations are aligned with your own, thus fabricating a connection and shared purpose 2/5

▫️ Familiarity: Claim to know you (which is not entirely untrue given they’ve researched you), thus fabricating a sense of closeness

▫️ Flattery: Compliment you in a manner that reinforces your own sense of identity, thus fabricating your sense of their identity

🧵1/6— I believe there would be a relatively easy way to authenticate accounts as human @elonmusk

Create metric akin to a credit score for each account, let's call it a Human Score (HS), based on the premise humans engage far more w/ other humans than w/ spam or fake accounts 2/6— Build a social network graph where nodes are accounts and edges are directed, indicating who they follow

Start with @verified accounts & grow the graph from there. Incoming high-HS edges increase a node's HS. Incoming low-HS edges are ignored and have no effect on node's HS

🚧 Tesla Model Y 4680 Structural Pack 🚧

A 9-tweet thread about my latest design iteration... which is already obsolete in my mind 😅 — Components of the same color are identical (i.e. same SKU)

⚠️ Work-in-progress speculative design. $TSLA 852 cells

THREAD — 1/5

I have great respect for Sandy Munro of @MunroAssociates but I can't seem to wrap my head around his neverending fascination with hydrogen fuel cell vehicles, particularly from a manufacturing standpoint

Full video by @seanmmitchell: 2/5

Small cylindrical object is the most economic & manufacturable form factor — High-speed continuous motion assembly lines enable very high production rates at a very low unit cost

A single production line will output billions of these cells every year!

Once again, Joy compels me to address her BS:

🔸@meckimac is NOT spreading lies

🔸Clueless Joy only THINKS she knows everything

I'll set the record straight in this [Thread] on how I obtained Nikola's 3-part series of the August 18 Tour of Nikola HQ

https://twitter.com/meckimac/status/1312314347448922113

[2/9]

🔸On August 25, I received a YT link via DM from an anonymous account w/ message: “Nikola posted a three part series”

🔸I clicked the link & began to watch. As I was watching, I received a 2nd YT link via DM from same account w/ message that this 2nd link was for Part-2

Nikola is trying to silence me by making false DMCA infringement claims about tweets containing fair use excerpts taken from public domain videos that were posted on Nikola's YT channel. #NikolaGate Moreover, on 26 August 2020, Stephanie Fleck, Nikola's Social Media & Marketing Manager, DM-ed me about the very same video excerpts

She did NOT allege any DMCA infringement issues and Nikola never re-published the re-edited version of these videos. #NikolaGate

[THREAD] ⛔️ Trevor Milton's 1st business & supplemental info to @HindenburgRes report ⛔️

18 May 2004

Trevor R. Milton

ST. GEORGE SECURITY AND ALARMS

3055 Windmill Dr, Santa Clara, Utah — a known residential address of William (Bill) Milton, Trevor's father

$NKLA #NikolaGate



2/11

The company is renamed slightly & incorporated, w/ new address & new agent-officer:

4 October 2004

Glen Pilz

ST. GEORGE SECURITY & ALARMS, INC.
SGS ALARMS (alternate name)

335 South Bluff St, St George, Utah — a commercial address

(435) 656-1888 — important

It appears William Milton (Trevor Milton's father) may have sold his Maui house last year for $2.25 million

337 Manawai Pl, Haiku, HI 96708

Sleuthing credit: @RodYurof

Did Travis Milton do that nice concrete work? 🤔

#NikolaGate

realtor.com/realestateandh…

[Thread] ⛔️ NIKOLA HYDROGEN FUELING ⛔️

Debunk of Trevor Milton's lies regarding Nikola’s ability to fuel its hydrogen truck in ~10 minutes

Nikola has "developed" an amazing fueling protocol in the same way a child writes an amazing wishlist letter to Santa!

$NKLA #NikolaGate 2/8

Who is this group Trevor Milton claims Nikola has created, championed, & chaired, that has already developed a heavy-duty 70 MPa high-flow hydrogen fueling protocol (H70HF)?

It's called the PRHYDE project: prhyde.eu

$NKLA #NikolaGate

The Street is slowly catching on
#NikolaGate

reuters.com/article/us-nik… #NikolaGate

markets.businessinsider.com/news/stocks/ni…

[Thread] Sean's tweets could be misinterpreted

GM gets a $2 billion equity stake in in exchange for in-kind considerations such as intellectual property licenses, engineering services, and access to existing GM part & components

GM puts up $0

https://twitter.com/seanmmitchell/status/1303319017826824192

2/ Furthermore, Nikola is obligated to exclusively purchase from GM all hydrogen fuel cell propulsion systems, including for Nikola's semi-trucks, on a cost-plus model

What about Nikola's own amazing fuel cell technology?

And the millions of dollars Nikola spent on Bosch R&D?

[THREAD] ⛔️ Anheuser-Busch & Nikola ⛔️

Trevor Milton claims:

🔹13 routes with A-B

🔹Each route has 1 big or 2 small hydrogen stations

🔹A-B stations up & running before end of 2021

That's between 13 and 26 hydrogen fueling stations up & running in the next 16 months. 2/5

Anheuser-Busch contract says A-B will order between 600 and 1,000 Nikola hydrogen trucks

Low end, each hydrogen station supports an average of 23 trucks

High end, each hydrogen station supports an average of 77 trucks

[THREAD] ⛔️ Analyzing Trevor Milton's Claims ⛔️

August 18, 2020 | Tour of Nikola HQ
Re: Funding

Claim: If Nikola had the same level of funding that Tesla had, Trevor Milton would maybe have done more engineering & manufacturing in-house instead of outsourcing it all

2/

According to the History of Tesla, Inc.'s Wikipedia:

$187 million (2003 to Jan. 2009)
$50 million (May 2009, Daimler)
$465 million (Jun. 2009, DOE loan)
$226 million (Jun. 2010, IPO)

TOTAL = $0.93 billion

[THREAD] ⛔️ Analyzing Trevor Milton's Claims ⛔️

August 18, 2020 | Tour of Nikola HQ
Re: E-Axle development

Claim: 90 to 95% of the E-Axle was developed in-house at Nikola by Kevin Lynk, Chief Engineer, and handed-off to Bosch or FPT to finalize the remainder of the work

2/

According to Kevin Lynk's LinkedIn, it seems highly unlikely that anyone with his education, knowledge, and experience could develop 90-95% of an innovative E-Axle.

In response to Defendants Elon & Tesla's motion to dismiss, Plaintiff @AaronGreenspan wants a do-over to amend his complaint so he can add further & recent probative evidence of the conspiracy against him

Here's one of his proposed amendments 🤣

Judge Donato is gonna LOVE this But wait ... there's more!

Here are other proposed amendments by Plaintiff Asswipe

I don't need ambiguous & cryptic innuendo to suggest he's batshit crazy, I come to that conclusion solely on the vast amount of explicit & irrefutable facts in evidence

SERIOUSLY!? 🤣 @TeslaJoy is taking a page from Trevor Milton's playbook: blocks anyone who speaks facts & truth about Nikola. She posted this on August 10, 2020: she had no clue about Nikola or Trevor Milton. One tour of Nikola HQ and a Q&A with Trevor and she blocks anyone who doesn't agree with her or voices an opposing opinion.

[THREAD] ⛔️ DEBUNKING NIKOLA ⛔️

⚡️POWER & ENERGY⚡️

Nikola claims it will take surplus renewable energy when it's available & cheap to make hydrogen & dispense it on-demand to its hydrogen fuel cell trucks, thus energy costs will be cheaper than on-demand charging of BEVs. $NKLA 2/8

From Nikola's SEC filings & Nel ASA's website:

🔸Electrolyzer = Nel model A485

🔸Hydrogen max. prod. rate = 485 Nm³/h

🔸Hydrogen density = 0.08988 kg/Nm³

🔸Hydrogen prod. energy = 61.2 kWh/kg

🔸Hydrogen range efficiency = 7.5 miles/kg

$NKLA