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Claim on trial

July 2018: the market said Tesla needed $3bn. Mentat, reading only that day’s filings, said no.

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Tested claims:

The passages it turned on · open any
Bottom-up · the July 2018 model

From 5,200 cars a week to cash in the bank

Built from factory output, not from consensus. It never saw Q2 or Q3 results.

1 · Cars
2 · One Model 3
3 · The quarter
4 · Cash
Where it landed · 10-Q filed 2 Nov 2018
July modelReported Q3 2018Miss
Was it remembering?

Its estimates missed both ways. That’s estimation, not recall.

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