$TSLA: “Based on Elon’s ability to prioritize 1000 ventilators from China, I now believe they’ll deliver 100% of GF3 production in Q1.” | Mar 2020 #thread

1/ Interestingly enough, I now find myself midway between @TroyTeslike and @montana_skeptic. Based on Elon's ability to prioritize 1000 ventilators from China, I now believe they’ll deliver 100% of GF3 production in Q1. As such, I’m bumping up my China estimate to 12,000. https://t.co/wAtGCzU1RP — CoverDrive (@CoverDrive12) March 25, 2020

$TSLA: “Musk says he’s making ventilators but each time he mentions it he undercuts his own statement in a way that makes it clear that he doesn’t take this very seriously.” | Mar 2020

I can’t believe Christian Siriano offered to make protective medical masks 12 hours ago and is already doing it. Meanwhile, Elon Musk is still stoned as hell in his mansion like: “What are ventilators? Maybe the real virus is fear.” — Valerie Ettenhofer (@aandeandval) March 21, 2020

$TSLA: “Tesla can afford ~$5.7bn of cash burn before hitting the wall. An extended shutdown is an existential crisis.” | Mar 2020 #thread

1) The $TSLA liquidity thread In a press release on Thursday, $TSLA announced pro forma total liquidity of 11.6bn as of 12/31/19. Fortunately, $TSLA recently filed their 2019 10-K, so let’s peel back the onion a little and take a closer look. pic.twitter.com/icL3pQ7JUE — Badger (@Badger24) March 21, 2020

$TSLA: “In 2019, Tesla secured pricing concessions from parts vendors in exchange for volume commitments. Tesla is now forced to keep building, regardless of demand or, even, ability to deliver.” | Mar 2020

What is driving Musk’s determination to keep Fremont open? I think @orthereaboot nailed it: In 2019, $TSLA secured pricing concessions from parts vendors in exchange for volume commitments. Tesla is now forced to keep building, regardless of demand or, even, ability to deliver. — Montanner Skeptic (@montana_skeptic) March 17, 2020

$TSLA: “Tesla’s Autopilot is more of a gimmick that isn’t useful in real-world driving.” | Mar 2020

(1) Audi Lane Keep Assist Vs Tesla Autopilot I used Audi’s lane keep assist extensively last weekend on the way back from skiing. Here’s my comparison:Tesla’s autopilot’s most dangerous problem for me was the phantom braking. Occasionally, the car brakes aggressively by mistake — Dean Sheikh (@DeanSheikh1) March 10, 2020

$TSLA: “Elon Musk looks down on Chinese customers because they don’t buy much FSD, so slips them the older AP version without notifying customers or authorities.” | Mar 2020

1/6) @elonmusk looks down on Chinese customers b/c they don't buy much FSD, so slips them the older AP version w/out notifying customers or authorities. * Chinese media cry "fraud" * 2 laws were broken* March shipments delayed* Dozens of lawsuits* Parts shortage at Fremont? — @Motorhead, Toucher of Own Face (@BradMunchen) March 5, 2020

$TSLA: “For more than 2 months last year, Tesla barred Nevada workplace safety officers from conducting a comprehensive inspection of manufacturing ops at Gigafactory outside of Reno.” | Mar 2020

"For more than 2 months last yr, Tesla barred Nevada workplace safety officers from conducting a comprehensive inspection of manufacturing ops at Gigafactory outside of Reno, even denying entry when inspectors/sheriff's deputy & warrant signed by judge" https://t.co/H1L0YgN62h — Dennis (@ClarkDennisM) March 3, 2020

$TSLA: Head of Tesla Investor Relations Martin Viecha blocks Tesla critics on Twitter | Mar 2020

1/ Very short thread on @MartinViecha, $TSLA's head of Investor Relations. Earlier today, @orthereaboot posed very civil & reasonable questions to Viecha about the HW 2.5 computers that had been placed in Made-in-China Model 3 cars & passed off as HW 3.0. pic.twitter.com/vGVBXLlRLu — Montanner Skeptic (@montana_skeptic) March 3, 2020

$TSLA: “Intentionally filling multiple propellant tanks with 1000s of feet of known defective welds in a manner you can’t control with people nearby could be criminally negligent.” | Feb 2020

As predicted, it blew up within days. You are witnessing one of the greatest blunders in Aerospace history as experts watch 1 man desperately attempt to further his dangerous fraud leading to multiple predictable catastrophic failures. https://t.co/3LMqbvMdlb pic.twitter.com/xfBc1VnLZu — EVent Horizon (@evdefender) February 29, 2020