What my friend Invictus is talking about is the fact that Tesla buyers are overwhelmingly in Dem districts, which he documented recently 1/ https://twitter.com/TBPInvictus/status/1607852684601704448
Invictus on Twitter

“Every biz media outlet talking Musk and $TSLA nonstop and nary a mention of the political lean angle I brought to light. Perplexing.”

Twitter
Here's his original evidence, with further stuff from the inimitable Charles Gaba 2/ https://ritholtz.com/2022/12/owning-the-libs/
Thoughts On Owning the Libs - The Big Picture

  @TBPInvictus here. (Also on Post and Mastodon). Happy holidays to all, and the best for 2023. It’s been a hot minute since my last post, hope I remember how this thing works. I’ve been a huge fan of Twitter for well over a decade. It’s a fire hose of invaluable information from countless reliable…Read More

The Big Picture
How I think about it: many people make a statement with the car they drive, maybe more than with any consumer good 3/
A Tesla is an expensive luxury car, but zero-emission, and until the other day Elon Musk seemed like a cool guy who does space travel while hanging out with singers and Westworld actresses 4/
So owning a Tesla was, to be crude but I think accurate, a way to say "I'm rich but I'm woke". Lots to criticize and ridicule there, but it was the marketing strategy 5/
Apparently, however, Musk didn't get his own memo. Instead he's gone full MAGA, turning off exactly the people who might buy his cars. Stupid? Unable to control his impulses? Probably both 6/
@pkrugman for many buying a Tesla now is same as wearing a red MAGA hat. A bridge too far.
@shashu @pkrugman I am embarrassed by the Powerwall that I bought five years ago and thankful that I never had the chance to own a car (living in Australia where they were even more delayed and expensive)

@shashu @pkrugman @BernardSheppard Same and I've been in with PowerWalls and Starlink.

Sonnen (batteries) was too arrogant three years ago, and nobody else took underserved areas inside cable monopolies seriously.

@pkrugman Paul, EM has a bigger problem than turning off the set of non-MAGA people. Given the way he shows how he is like as a CEO/manager, how can we trust he keep Tesla running for a few decades and keep able to maintain cars people bought? Imagine the shit he did/does and the likes of Misters Honda, Toyoda et al doing the same shit worrying people/potential buyers? this is just sad.
@pkrugman Musk got to be the dumbest billionaire ever!
@normalguy
Only if the twice-impeached racist misogynist idiot fascist mobster's claims of being a billionaire are false. But close.
@pkrugman the marketing angle was always secondary. Silicon Valley libertarianism just overlaps a lot with PMC values
@pkrugman business schools will study this for years under the "What not to do as CEO".
@pkrugman Perhaps I can trade up on the cheap next year. My budget is $12k, think I’ll be able to find a Model X for that?

@pkrugman Also his cars suck and keep trying to murder their owners.

Eight-car Thanksgiving pileup blamed on Tesla “Full Self-Driving” software
https://arstechnica.com/cars/2022/12/eight-car-thanksgiving-pileup-blamed-on-tesla-full-self-driving-software/

A Tesla driver watched in horror as another Tesla burst into flames after hitting a barrier
https://www.businessinsider.com/tesla-driver-watched-in-horror-tesla-crashed-burst-into-flames-2022-12

Eight-car Thanksgiving pileup blamed on Tesla “Full Self-Driving” software

California Highway Patrol say only Tesla knows if the system was active.

Ars Technica

@pkrugman And those are since this was reported

Exclusive: Tesla faces U.S. criminal probe over self-driving claims
https://www.reuters.com/legal/exclusive-tesla-faces-us-criminal-probe-over-self-driving-claims-sources-2022-10-26/

Exclusive: Tesla faces U.S. criminal probe over self-driving claims

Tesla Inc <a href="https://www.reuters.com/companies/TSLA.O" target="_blank">(TSLA.O)</a> is under criminal investigation in the United States over claims that the company's electric vehicles can drive themselves, three people familiar with the matter said.

Reuters

@sashafox @pkrugman

Truth: EVs are *much much* safer than gasoline cars when it comes to fires. Beta testing FSD on real streets is dumb, tho where are state legs on that?

Musk is an evil fuck, but claiming EVs set themselves on fire at anywhere even approaching the rate that fossil fueled vehicles do is just Big Oil propaganda.

Don’t let that evil fuck destroy your judgment and perspective.

EVs: *great*
Musk: Terrible

Source: https://www.kbb.com/car-news/study-electric-vehicles-involved-in-fewest-car-fires.

@sashafox @pkrugman good thing other companies sell them now, and thanks to Tesla for making *that* happen.

Also testing FSD on real streets is fucked up, including when non-Musk companies do it.

When self-driving tech works it’ll create transit opportunities for disabled folks that never existed before. It’ll disrupt short haul flights a lot. All of which is good.

When it works. Which isn’t now by any stretch.

But Musk is a prick, so…

@numbcat9 @pkrugman The problem with Elon's cars is that they keep driving into other cars, barrier, and children.

They aren't more likely to explode just sitting there, but the Tesla driving itself into a highway barrier caused the fire.

So yeah, not electronic vehicles, just a criminally negligent self-driving feature.

@sashafox @pkrugman

Yes. But we have to sharpen our attacks. Big Oil absolutely loves that we cannot seem to do that as a movement.

FSD is amazing, as are the other self-driving techs. But it’s not ready for road use yet. When it is, it’ll be a total gamechanger especially for disabled folks. Total. Also will mostly kill short-haul plane flights, also very good for climate.

Musk doesn’t equal FSD or self-driving tech. He’s an asshole. The idea is solid.

@numbcat9 @pkrugman Yeah, full self driving will be good eventually. What's happened here is that Musk is putting technology that won't be safe for another decade onto the road right now so that he can generate headlines that make him seem at the cutting edge of technology, done with the assumption that regulation is weak enough and that he's wealthy enough to avoid all consequences for the inevitable results of that negligence.
@numbcat9 @pkrugman Musk is applying the "move fast and break things" ethos, when the "things" in this case are people's bodies trapped in his poorly made cars.

@numbcat9 @sashafox @pkrugman "EVs are *much much* safer than gasoline cars when it comes to fires."

If you exclude the Teslas, yes.

@orc @sashafox @pkrugman source or you’re just unwittingly pushing Big Oil propaganda against EVs broadly. which is what I have been warning against.
@numbcat9 @sashafox @pkrugman Naa, Teslas are just not all that safe. I'd *much* rather ride in even a kitbashed EV (even John Wayland's White Zombie being test-driven after a power mod) than one of Elon's MAGA caps.
@orc @sashafox @pkrugman this is Big Oil FUD man. Don’t let Musk make you take leave of your senses.
@numbcat9 @sashafox @pkrugman EVs are, as a general rule, safe. But Tesla is an exception to that rule (and the newer ones are put together about as sloppily as you can imagine -- if your EV sideswipes a jersey barrier it should not EVER burst into flames, even if it's filled with lipo bombs.)

@orc @sashafox @pkrugman

you are stating something as fact that the available evidence does not support.

Teslas: ~5 per billion miles driven

All vehicles: ~56 per billion miles driven

https://www.nfpa.org/-/media/Files/News-and-Research/Fire-statistics-and-reports/US-Fire-Problem/osvehiclefires.pdf

I mean I guess Tesla could’ve misstated by a factor of 10 but then they’d only be average.

You’re not speaking from a position of facts. That doesn’t help anyone.

Musk is a fucking dick, don’t let him make you take leave of your senses!

@numbcat9 @orc @pkrugman I don't think anyone is saying that electric vehicles are the problem. It's that Teslas are bad. They're poorly put together. They are actively dangerous because they will do things like turn into oncoming traffic and not brake for children.

Teslas do things like automatically lock all the doors and windows during a fire and turn off manual control for the locks so the driver is trapped inside. After the car took control and drove into a wall.

That's why people are saying they're not safe.

Everyone here thinks electric cars are better than gas powered cars.

@numbcat9 @orc @pkrugman Like, it's a common complaint that Teslas are put together poorly on top of all the other issues.

Using slave labor to construct your expensive computer cars isn't really a smart idea.
https://www.wsj.com/articles/tesla-gm-among-car-makers-facing-senate-inquiry-into-possible-links-to-uyghur-forced-labor-11671722563?mod=Searchresults_pos1&page=1

Again, all issues specifically with Elon Musk and his failures at running a company, not evidence of electric cars being bad.

Tesla, GM Among Car Makers Facing Senate Inquiry Into Possible Links to Uyghur Forced Labor

Lawmakers ask companies for information on their supply chains to help find any connections to China’s Xinjiang region

The Wall Street Journal

@sashafox @orc @pkrugman literally the article you mentions GM as well. smdh.

Good luck in 2023, and have a lovely evening!

@numbcat9 @orc @pkrugman Yes. Both companies using slave labor is bad.

You should not buy a GM vehicle or a Tesla.

Because slavery is bad. Even when other people do it too. That doesn't make it like, neutral.

@numbcat9 @orc @pkrugman You can see reports about how Elon Musk, specifically, was putting out cars with serious manufacturing problems going back years.

He's the problem.

Tesla employees say automaker is churning out a high volume of flawed parts
https://www.cnbc.com/2018/03/14/tesla-manufacturing-high-volume-of-flawed-parts-employees.html

An expert dismantled a Tesla Model 3. He found poor design and manufacturing
https://www.latimes.com/business/la-fi-model-3-design-profits-20181017-story.html

Tesla Model Y’s Serious Production Problems
https://www.motortrend.com/news/tesla-model-y-ev-safety-quality-issues-problems/

Tesla was ranked lowest in the 2020 J.D. Power Initial Quality Survey, thanks largely to build quality issues reported by owners.
https://www.greencarreports.com/news/1128625_tesla-ranks-last-in-initial-quality-build-issues

Tesla employees say automaker is churning out a high volume of flawed parts requiring costly rework

Employees say Tesla is grappling with a high amount of flawed parts and rework at its Fremont factory where it makes new vehicles.

CNBC

@sashafox @orc @pkrugman you don’t have to convince me Musk is a problem, even at Tesla. He’s a horrible boss.

Also here’s the 2022 rankings. Tesla is bad, but better than VW, Audi, Volvo, and Chrysler.

I keep trying to point out the whole line of argument makes EVs look bad, not just Tesla. You keep insisting otherwise. We are at impasse.

@numbcat9 @orc @pkrugman I'm saying that the problems with Teslas are entirely Musk created, and that it's important to point out that other electric vehicles aren't like Teslas.

Like, they don't have buggy software that doesn't break when children try to cross the road, and they weren't put together using plastic screws and large gaps where parts don't fit together. Teslas do.

Electric cars are much safer than gas cars.

Teslas aren't representative of all electric cars, and so you shouldn't use their numbers as a stand in for electric cars. Use the numbers for Chevy Bolts.

@sashafox @orc @pkrugman

Chevy Bolts which set themselves on fire so frequently they had to recall literally every single Bolt and cannot actually do the recall because manufacturing hundreds of thousands of *safe replacement* packs is super difficult and they cannot keep up. they’re only at half. Chevy recommends you park them outside and don’t charge them all the way.

https://insideevs.com/news/621377/two-years-after-chevy-bolt-recall/

What We’ve Learned After 2 Years Of Chevy Bolt Recall

We take a deep dive into the huge Chevy Bolt battery recall and discovers some very interesting findings.

InsideEVs
@sashafox @orc @pkrugman They’re great cars by the way. I’d replace my Volt with one except I’m still paying off the Volt. 150k miles strong. :-)
@numbcat9 @orc @pkrugman Wait, so do you think that electric vehicles are safe or in danger of catching on fire?

@sashafox @orc @pkrugman

The available data do not support your assertion, and I would eagerly welcome data that did. I’m perfectly happy to be wrong. But you’ve provided no data to back your assertion. I’ve linked mine.

Bag on Musk. He’s a shithead who deserves what he gets.

It seems I am going to have to accept that Musk haters are going to negatively affect the overall EV market and hope I’m wrong about that.

@numbcat9 @orc @pkrugman You're only looking at vehicle fires. I"m saying that is leaving out the issues with Teslas actively attempting to murder their owners.

For the 4th time, nothing about this is representative of electric vehicles. It's that Musk is doing a bad job manufacturing Teslas because he keeps trying to cheap out on production and keeps promising features they can't deliver, and putting out a dangerous substitute instead.

@numbcat9 @orc @pkrugman Tesla is facing a criminal investigation because Musk keeps lying about what his cars can do, and people are getting killed because he lied to people.
https://www.reuters.com/legal/exclusive-tesla-faces-us-criminal-probe-over-self-driving-claims-sources-2022-10-26/
Exclusive: Tesla faces U.S. criminal probe over self-driving claims

Tesla Inc <a href="https://www.reuters.com/companies/TSLA.O" target="_blank">(TSLA.O)</a> is under criminal investigation in the United States over claims that the company's electric vehicles can drive themselves, three people familiar with the matter said.

Reuters

@sashafox @orc @pkrugman

Look I can tell you’re not available to incorporating new information but I urge you to watch the movie Tucker to understand what’s going on with Tesla and EVs broadly.

Musk is an awful, execrable person. Please focus on that instead of unintentionally doing favors for Big Auto and Big Oil.

But more importantly, do whatever the heck you want. I’ve said as much substantive stuff as I’m going to.

@numbcat9 @orc @pkrugman Also the "big auto" complaint seems weird to me because like, all of those companies are moving over their production to electric vehicles in the future.

It doesn't make sense to think they would want to undermine confidence in their own products. Most big car companies are planning to be fully electric over the next 10 - 15 years.
https://www.forbes.com/wheels/news/automaker-ev-plans/

@sashafox @orc @pkrugman That’s why they have folks like you focused exclusively on Teslas. They’re hoping people won’t notice the Bolt recall.

No US independent auto manufacturer has survived since Chrysler entered the market a century ago. This did not happen by accident.

@numbcat9 @orc @pkrugman Like, Musk's new ideas about building cars are "Let's be super racist and abusive to our employees and get rid of unions and safety regulations."

These are not a positive development. It being a new company doesn't make it a good company.

Tesla Denied Retrial Over Black Worker’s Racism Verdict
https://www.bloomberg.com/news/articles/2022-12-07/tesla-denied-retrial-over-black-worker-s-racism-verdict

Tesla hit with complaints of wage, safety violations at Texas plant
https://www.reuters.com/legal/litigation/tesla-hit-with-complaints-wage-safety-violations-texas-plant-2022-11-15/

Tesla found guilty of union busting
https://labortribune.com/tesla-found-guilty-of-union-busting/

Tesla Denied Retrial Over Black Worker’s Racism Verdict

Tesla Inc. was denied new trial in a suit by a Black former contract worker who was awarded $137 million by a jury that found he faced racist abuse at the electric vehicle maker’s northern California factory.

Bloomberg
@numbcat9 @sashafox @pkrugman It’s not the rate of fires, but their intensity and that they seem to come from nowhere that is nost vexing. The fact that most fire departments and car owners don’t know how to put the fires out completely is another problem.

@Bennihana70 @sashafox @pkrugman this is true of every EV, and Big Oil thanks you.

maybe don’t do PR work for Big Oil idk

@numbcat9 @sashafox @pkrugman So what I’ve said is completely true but you want people to not say it because it differs from your politics?
@pkrugman I wonder if the Democrat market has dried out, reaching saturation, and now he wants to sell Teslas to the people with Trump bumper stickers.
@cshabsin @pkrugman Sure. Guys who coal roll Teslas and cyclists in their F150s or F250s will definitely want a small, low to the ground, woke mobile that other guys in F150s or F250s will coal roll. Brilliant strategy, Elon is a genius.

@pattykimura watch for the environmental damage caused by the batteries to start getting attention as he tries to turn them from virtue to vice in the eye of that market segment.

They'll love him twice over, once for having gotten all the environmental left to contribute to the Fall, and once for selling them a huge truck that puts the H3 to shame while saving them money and taking off like a rocket.

I don't think it holds together, but as pieces of a larger puzzle they might fit in Somewhere?

@cshabsin @pkrugman He'd better make them large pickup trucks, then!

@cshabsin @pkrugman Interesting theory. My bet is that he is just constantly surrounded by tech bros and that messes with your world view.

He also treats life like a game. At one point he was sure we were in a simulation. He wanted to win by getting the attention of the simulation makers.

It could be that he lost faith in Simulationism and is now adrift, doing whatever he thinks is fun because "why not?!"

Also, he might suffer from perfectionism. It's like a disease.

@pkrugman sure he did 😁🤣
@GeoffWilbourn
Is that Clint Howard on the left?
@pkrugman
@Thegreenman nope ... it's Elon before hair implants and plastic surgery. But you knew that.😁