Investigating/Reporting on corporate fraud. Currently focusing on Tesla. DMs open for fellow travelers, reporters, whistleblowers, etc.
May 1, 2023 • 20 tweets • 6 min read
I wish to express my heartfelt gratitude to all of you for the overwhelming support I received throughout my legal battle, which has allowed me to first defeat Tesla and now hold Elon Musk to account. I am pleased to see that the world is now recognizing that he is a charlatan.
First, I thank $TSLAQ, a loose network of skeptics that has exposed so many of Tesla’s false claims and promises. I dedicate my efforts to the community of critics who fortified me, supported me, and made the litigation possible by funding it. Thank you all.
Apr 18, 2019 • 10 tweets • 3 min read
Photographs: $TSLA recording the “autonomous driving” demo for its so-called “Autonomy Investor Day” (Apr 22).
Mounted, two cameras: one rear-facing on the trunk, one inside directed towards the steering and center console.
Note the license plate: MFG632779S. a company vehicle
This thread builds on this previous note:
I believe Tesla is now scrapping Model 3s, and using recovered parts to repair other defective Model 3 inventory.
The “smoking gun”, as it were:
Model 3s now rolling out of Fremont with parts that do not match the cars on which they’re installed — specifically, mismatching body panels. Below, a blue front hood installed on a red Model 3.
Oct 2, 2018 • 13 tweets • 6 min read
Day 1 of Q4, Today Model 3 production is at <3k/wk. As was the case three months ago, Tesla production crashes after EoQ.
But while we're reminiscing, remember when Elon Musk blamed an apparent shortage of car carriers for his "logistics hell"?
Well, today there were well over 35 IDLE car carriers at the Fremont factory. If you ask these truckers what's going on - they'll tell you the same thing. They're waiting for Tesla to prepare and direct their loads.
Here's a photo of some of these carriers.
Sep 28, 2018 • 16 tweets • 5 min read
Over the course of this week, I've gathered data indicating that Tesla is producing model 3s at a rate of ~4k/wk.
But I believe there are also plenty of shenanigans going on at the Fremont factory.
About two months before announcing "delivery hell", Tesla began bypassing car haulers altogether. Rather than hauling six or seven cars at a time, Tesla began using contractors to drive cars individually from factory to destination -- i.e. lots, delivery centers, service centers.
Sep 9, 2018 • 7 tweets • 2 min read
PRODUCTION UPDATE:
The Tesla Fremont Factory production for all three models has stopped.
I know this independent of, but this is corroborated by, the low rate of hauling from the factory and the following photos showing low finished lot inventory.
Note the contractor lot is nearly empty, while the employee lot is reminiscent of late spring wrt attendance.
Aug 27, 2018 • 11 tweets • 6 min read
FORCE MAJEURE
I believe that Tesla Model 3 production has been impaired for the last several weeks due to a severe supply chain disruption having to do with the shortage of Silicon Carbide MOSFETs supplied by STMicroelectronics out of their Malaysia plant.
The critical material found in the model 3 power inverter is Silicon Carbide, a semi-conductor particularly suitable for EVs due to its size and thermal performance at high voltages.
There is a significant production problem at Fremont.
The finished vehicle lot is now unpopulated with low rate of vehicle outflow.
In the past I’ve reported manufacturing shitdowns. What we’re seeing today is serious. Tho cars are being produced (at a very low rate).
The employee lot is at ~60% capacity, compared to 100% during the actual 5k/week EoQ push.
Jun 27, 2018 • 8 tweets • 3 min read
Flying in the face of any scientific and engineering knowledge, Elon Musk says his ad-hoc assembly line is state-of-the-art. In fact, it's an embarrassment. Here it is, ladies and gentlemen, aerial footage of Tesla's "alien dreadnaught".
This video was taken on June 26. Here is the article-timestamp cited at the beginning of the video: