Sunday, May 10, 2020

Compendium of Tesla Research Links for $TSLAQ

Someone on Twitter made the good point that,

"the single most important thing $tslaq can to chip away at musk's SEO manipulations is, if you run a website or frequent a forum/msg board/subreddit, link to articles (moreso than tweets) about his dumb outbursts, essays on his financial shenanigans, @plainsite lawsuit pages"
One link that Musk definitely does not like is Tesla Deaths which "is a record of Tesla accidents that involved a driver, occupant, cyclist, motorcyclist, or pedestrian death, whether or not the Tesla or its driver were at fault." It even has a column for "Verified Tesla Autopilot Death"! (Also, be sure to read the stories Tesla’s Latest Autopilot Death Looks Just Like a Prior Crash and NTSB blasts Tesla, CalTrans, and NHTSA for Autopilot death.)

There are two podcasts, TeslaCharts and Quoth the Raven, and their corresponding Twitter accounts (TC and QtR) which both cover Musk and Tesla in detail.

There is a site called Crowdsourced Tesla Research, which posted a compendium of 122 sudden unintended acceleration Vehicle Safety Complaints Filed With the NHTSA by Tesla Drivers.

A great site called Elon Musk Today (subtitle: The Future Ain't What It Used To Be!) posts Elon Musk promises and predictions and the number of days subsequently elapsed without them being fulfilled. For example, it has been 3,010 days since Elon Musk said Tesla will never need to raise capital again on (2/12/2012). It has been 594 days since Elon Musk said Tesla would start producing car carriers due to car carrier shortage on (9/24/2018). This site gives complete accountability for his bogus predictions.

Then, PlainSite published an immense report on Tesla fraud which he calls a "Reality Check". PlainSite also has great visualizations of Tesla and Musk litigation filed over time, for example pertaining to Model 3 vehicles, Tesla Vendor Non-Payment, Tesla Solar, and Tesla securities fraud.

Why does Musk have so many broken promises and why do his companies get sued so often? He is running a fraudulent stock promotion scheme. See David Einhorn's questions about Tesla's financials:
There was a very interesting tweet from PlainSite yesterday about Tesla global registrations vs deliveries: "With the updated and fixed Washington data, and updated New York data, the overall $TSLA sales-versus-'deliveries' graph is still appropriately hideous with an unexplained gap of about 120,000 units. Even if 20,000 are from southeast Asia, that's 100,000 'deliveries' unexplained."

This seems like it could be a very big piece of the Tesla puzzle. Fake sales would generate fake cash, and it really seems like Tesla does not have the cash it says it has - slow paying bills, store shutdowns, low interest income on cash. Also, having to raise cash when it supposedly has billions in the bank. (And then not being able to use this raised cash for expansion capex.)

I am interested in trying to rebut the idea that the ~100k deliveries were legitimate even though the cars did not end up being registered in any of the regions where PlainSite has data. One idea I had was how do the worldwide deliveries and registrations map to the Tesla service center locations? Or, how do they map to other vehicle sales numbers, like those disclosed by other luxury brands, or by the countries themselves?

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