E.W. Niedermeyer
In 2015 I decided on a whim to check out Tesla's battery swap station that was earning the company 9 figures in California ZEV credits, and found it wasn't real. Instead Tesla was using diesel generators to charge cars. Here's how this changed my life
Up to that point I had been skeptical that any startup automaker could succeed. That view wasn't about Tesla, it was about the car biz. But what I found at Harris Ranch was shocking, a cockroach, and I decided to follow a life-changing instinct: THERE IS NEVER JUST ONE COCKROACH.
Journalists are like investors, but instead of money they bet their time and effort. What I saw at the battery swap station was so at odds with the image of Tesla in 2015, I knew there was a good chance investing in scrutiny of Tesla would pay off. It did.
A year later I found another big cockroach: Tesla was hiding defects by requiring customers sign NDAs in exchange for free repairs. This cut off the auto safety regulator's only independent source of information about defects. This led to a couple of important lessons...
First: MUSK'S KEY SKILL IS CONTROLLING INFORMATION. It's not just crafting appealing narratives about himself and his companies, but also silencing anything that contradicts them. Tesla's entire history is lined with NDAs, backed by sheer terror of what Musk will do when cornered
That terror comes from another lesson: MUSK DOESN'T REFUTE, HE ATTACKS. I learned this after the NDA story, when an official Tesla blog post accused me of fabricating the reporting and doing so for financial gain. Zero evidence was offered to support this attack on my credibility
What happened next taught another lesson: MUSK FANS DON'T CARE ABOUT FACTS. I was mobbed by online attacks that could not be dissuaded or mitigated by facts. My claims had evidence and his didn't, yet hardly anyone knows my reporting and his 2016 lies are still repeated today.
My book made some key claims that have proven true: Tesla can't make affordable cars, Tesla can't make its "Full Self-Driving" work, Autopilot has real safety issues, Tesla is fundamentally weak on manufacturing, and more. Here's the hardest lesson: NONE OF THAT HAS MATTERED.
9:31 AM · May 20, 2022·Twitter Web App
As I realized this, and as I realized that Musk and Tesla were on a trajectory toward increasingly implausible and fraudulent claims (which massively enriched Musk), I realized: TESLA IS NOT AN AUTOMOTIVE STORY, IT IS A CELEBRITY STORY. Faith in Musk personally was what mattered
In 2015 I decided on a whim to check out Tesla's battery swap station that was earning the company 9 figures in California ZEV credits, and found it wasn't real. Instead Tesla was using diesel generators to charge cars. Here's how this changed my life
Up to that point I had been skeptical that any startup automaker could succeed. That view wasn't about Tesla, it was about the car biz. But what I found at Harris Ranch was shocking, a cockroach, and I decided to follow a life-changing instinct: THERE IS NEVER JUST ONE COCKROACH.
Journalists are like investors, but instead of money they bet their time and effort. What I saw at the battery swap station was so at odds with the image of Tesla in 2015, I knew there was a good chance investing in scrutiny of Tesla would pay off. It did.
A year later I found another big cockroach: Tesla was hiding defects by requiring customers sign NDAs in exchange for free repairs. This cut off the auto safety regulator's only independent source of information about defects. This led to a couple of important lessons...
First: MUSK'S KEY SKILL IS CONTROLLING INFORMATION. It's not just crafting appealing narratives about himself and his companies, but also silencing anything that contradicts them. Tesla's entire history is lined with NDAs, backed by sheer terror of what Musk will do when cornered
That terror comes from another lesson: MUSK DOESN'T REFUTE, HE ATTACKS. I learned this after the NDA story, when an official Tesla blog post accused me of fabricating the reporting and doing so for financial gain. Zero evidence was offered to support this attack on my credibility
What happened next taught another lesson: MUSK FANS DON'T CARE ABOUT FACTS. I was mobbed by online attacks that could not be dissuaded or mitigated by facts. My claims had evidence and his didn't, yet hardly anyone knows my reporting and his 2016 lies are still repeated today.
My book made some key claims that have proven true: Tesla can't make affordable cars, Tesla can't make its "Full Self-Driving" work, Autopilot has real safety issues, Tesla is fundamentally weak on manufacturing, and more. Here's the hardest lesson: NONE OF THAT HAS MATTERED.
9:31 AM · May 20, 2022·Twitter Web App
As I realized this, and as I realized that Musk and Tesla were on a trajectory toward increasingly implausible and fraudulent claims (which massively enriched Musk), I realized: TESLA IS NOT AN AUTOMOTIVE STORY, IT IS A CELEBRITY STORY. Faith in Musk personally was what mattered
