1/ Adam Jonas writes that Tesla is “the undisputed leader in EVs and Auto 2.0.” $TSLAQ

Let’s take a vote on some of the more notable “undisputes”:

2/ An “undisputed leader” would surely exhibit best-in-class reliability. On June 24th, JD Power released its 2020 Quality Study results. Tesla was ranked dead last. $TSLAQ

3/ The JD Power result is:

4/ An “undisputed leader” would surely exhibit superior range and meet, if not exceed, EPA estimates in real-world performance. According to InsideEVs reporting, Teslas achieve 80% or less than expected in real-word results. $TSLAQ

5/ The range results represent:

6/ An “undisputed leader” would be on the tip of the spear in autonomous technology development. Guidehouse Insight’s 2020 report on the race to autonomy barely registers Tesla’s existence. $TSLAQ

7/ The Guidehouse Insight report is:

8/ An “undisputed leader” would be a steward of investor funds and earn its cost of capital. Tesla has incinerated over $10 billion in investor cash while handsomely rewarding its CEO and board along the way. $TSLAQ

9/ The richly rewarded losses are:

10/ An “undisputed leader” would demonstrate not only manufacturing prowess, but also operational excellence across all measures. Regular flyovers by SAF lay bare the cars-built-in-a-parking-lot wasteland that is the Tesla Alien Dreadnaught. $TSLAQ h/t @Paul91701736

11/ The massive visible garbage piles and “en plein air” manufacturing represent:

12/ An “undisputed leader” would attract and retain the world’s top talent. Tesla experiences an unprecedented pattern of executive departures. These seats remain vacant or are occupied by relatively inexperienced nubes. $TSLAQ h/t @Paul_M_Huettner https://www.dropbox.com/s/doe1755m6gyztnc/Tesla%20Executive%20Departures%20List.pdf?dl=0

13/ Tesla’s inability to attract and retain top talent is:

14/ An “undisputed leader” would care genuinely about the well-being of its employees, the life-blood of any successful organization. Elon violated county orders by illegally reopening his plant in May, after which Covid-19 cases in Alameda county continued to climb. $TSLAQ

15/ Operating in defiance of law and of respect for employee well-being is:

16/ Given all of this, Adam Jonas the undisputed leader of something. Anyone care to name it?
$TSLAQ