Lifestyle
Who Wears Short Shorts: David Einhorn’s Ghost Hunt for Tesla’s Weakness
Death, Taxes, and David Einhorn complaining about Tesla being successful.
Those are the three certainties in life. And like clockwork, after Tesla announced yet another successful quarter in the books yesterday during its Q1 2020 Earnings Call, Einhorn was right there trying to accuse Elon Musk or Zachary Kirkhorn of fraudulent behavior. But, let’s face it, a guy who lost 21.5% for his clients in Q1 2020 has to cast stones at someone, and it might as well be someone who is doing well, right?
I know those first two tidbits of information sound harsh; they are honestly supposed to. But I will admit, I wasn’t always an Einhorn skeptic. In my spare time, I’m a poker player, and Einhorn is too, and he’s a successful one. And it is hard for a poker player not to like him, considering all of his winnings get donated to charity. With over $5.2 million in live cashes, a majority of that coming from a massive cash at the $1 million buy-in One Drop tournament at the World Series of Poker. That’s a lot of money to a good cause.
So I admit, David Einhorn is not all that bad of a guy. But he continues to play the villain in Tesla’s successful string of quarters, continually accusing the company and its executives of not playing by the rules. But hey, to each his own.
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Every single time Tesla has a successful quarter, Einhorn seems to be stalking the company’s Update Letter like a tiger waiting for its prey. However, tigers usually are successful when they see potential food, and Einhorn just continues to sit there and look more like the prey at this point.
On the 30th of April, Einhorn tweeted another note toward Elon, asking him to justify Tesla’s accounts receivable. “Tesla’s claim for why there are so many for a product where the customers pay upfront, was that sales are crazily concentrated in the last days of the month–so much so that it matters if the month ends on a weekend. This quarter ended on a Tuesday,” he wrote.
Einhorn continues to come off like an obsessed ex-girlfriend, always worried about what Elon puts online, and makes extended digs toward the CEO of Tesla and his employees. But I guess what do you have to say for yourself when the stock you notoriously short continues to rise and your investors continue to lose money on your behalf.
Is it not all possible that Tesla experienced minimal financial loss even though Fremont was shut down for about a month at the tail end of the quarter? Is it at all possible that the most successful Q1 in company history had something to do with the fact that Tesla’s production rates are higher than they were a quarter ago? That another factory in the biggest auto market in the world is also churning out electric vehicles and selling them at higher numbers than any other vehicle in the market? That the same exact factory in that auto market is producing a car that had a 450% increase in registrations from February to March, despite the entire car industry falling?
This, to me, looks like Einhorn is using a typical case of what is called confirmation bias. He accused Tesla, in his brief note on Twitter, of fudging the numbers. But the problem is, the information is readily available out there on basically any site that covers electric vehicles.
Let me break it down for you this way, Einhorn. I’ll even use poker terms! Tesla is experiencing an upswing in China, and the rest of the market is experiencing a downswing. Every other company is managing to lose money because nobody is buying their cars, even though production is continuing. Tesla is making money because they continue to sell the Model 3 in astoundingly high numbers.
Not only has Tesla made the Model 3 one of the most appealing cars in all of China, but they’re beginning to offer different variants. Before it was just the SR+, now there’s a Long Range and a Performance variant. Tesla even announced that the white interior is available for the Model 3 now, which could be a big deal for some.
Tesla’s Q2 might be a little bit rougher than Q1, especially if Fremont’s shut down continues until June, as reports have suggested. Perhaps Einhorn should have just taken Q1 on the chin, gotten rid of his “TSLAQ” title, and left the likes of other short sellers Jim Chanos in his rearview mirror. After all, David, it is not too late to get your hands on some beautiful TSLA stock. I hear its lovely to own some!
Part of me hopes that one day, Einhorn heads out to Silicon Valley, meets up with Elon for lunch and a tour, and switches sides, all in those short shorts that Musk sent him a few months back. After all, Tesla is fighting for the future of our planet, and short selling the stock is primarily environmental terrorism considering the company’s goal is to keep the Earth going.
Maybe one day, I’ll get to sit across from Einhorn at a poker table. If I do, I promise to ask him when he’s going to stop shorting TSLA and begin to believe the Master Plan. But if I don’t, I surely won’t lose sleep over it.
After all, I won’t be the one wearing vintage short shorts.
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Elon Musk
The Boring Company just doubled its tunneling power in Nashville
The Boring Company’s Prufrock MB2 is commissioned and ready to mine beneath Nashville’s streets.
The Boring Company’s second tunnel boring machine, Prufrock MB2, is officially ready to dig in Nashville. The company confirmed the news on X, posting: “Prufrock-MB2 is ready to mine in Nashville! MB2 commissioning is complete, including the brief 11 rpm rotation shown here. Will MB2 catch up to MB1, who had quite the head start? And Prufrock-MB3 ships in August!”
MB2 arrives with meaningful improvements over its predecessor. Lessons learned from the launch and operation of MB1 have already been applied to MB2 to improve efficiency and prepare the machine for launch.
Traditional tunnel boring machines operate in a stop-and-go cycle, digging roughly five feet, halt, erect precast concrete segments to line the tunnel wall, then resume. That repeated interruption is one of the main reasons conventional tunneling is slow and expensive. Prufrock is designed to install the tunnel liner simultaneously with mining, eliminating the need to stop every five feet. The machine also skips the need for excavated launch pits. Prufrock arrives on a truck, tilts down, and launches into the ground within 24 hours. And when the tunnel is complete, it emerges from the ground and drives to its next launch site on a trailer, eliminating the need for expensive cranes or pit excavation. The machine is also fully electric and runs with zero people in the tunnel during normal operations, controlled remotely from a surface operations center.
Prufrock-MB2 is ready to mine in Nashville! MB2 commissioning is complete, including the brief 11 rpm rotation shown here.
Will MB2 catch up to MB1, who had quite the head start?
And Prufrock-MB3 ships in August! pic.twitter.com/TTrMql2aRg
— The Boring Company (@boringcompany) June 17, 2026
It won’t be long before we hear of another major update on The Boring Company’s Music City Loop project – a planned underground transit network beneath Nashville that would move passengers in electric vehicles through a series of tunnels at highway speeds, and bypassing surface traffic entirely. Nashville was selected in part because of its strong rock conditions that suits the Prufrock machines well, and relatively less regulatory hurdles.
Progress has been steady on multiple fronts. All 37 permits and approvals required ahead of tunneling have been obtained, out of 45 total. Key wins include a fully executed TDOT tunnel permit authorizing 25 miles of tunnel, unanimous airport authority approval for a Nashville International Airport station, and the city’s first residential station agreement serving downtown tower residents.
With MB1 already tunneling, MB2 now commissioned, and MB3 shipping in August, Nashville is becoming something of a live proving ground for scaled tunnel boring. The broader ambition is not limited to one city. The Boring Company’s stated goal is to make underground transportation a practical alternative to surface roads across major metro areas. Nashville is one of many cities, including a successful Las Vegas tunnel system, where that idea is being put to the test at real speed.
Investor's Corner
Tesla unfolded its first European “folding Supercharger”
Tesla’s folding Supercharger just arrived in Europe and it changes how fast charging expands.
Tesla’s Folding Unit Supercharger has officially landed in Europe, with the company teasing a new installation in its effort for a broader rollout targeting major motorway rest stops across the European continent in Q3 2026. The arrival marks a notable shift in how Tesla is thinking about network expansion, moving from hardware performance alone to engineering the logistics chain itself.
While Tesla did not reveal the exact location for the new folding Supercharger in Europe, the photo shared on X heavily suggests that this maybe somewhere in Norway. Historically, whenever Tesla rolls out an entirely new infrastructure architecture in Europe, whether it was the original Supercharger stalls years ago or these brand-new modular V4 “Folding Units”, Norway is almost always the designated launch pad because of its unmatched EV adoption rate and supportive infrastructure
The Folding Unit, introduced in March 2026, is a factory pre-assembled V4 charging station built on an industrial hinge system mounted to a heavy-duty concrete base. The entire assembly arrives on site ready to unfold and connect. Tesla confirmed the units feature telescopic light poles specifically designed for easy transportation and fast on-site deployment, a detail that signals how carefully the logistics chain has been engineered alongside the hardware itself. The design allows 33% more stalls per delivery truck, cuts installation time roughly in half, and reduces overall deployment costs by more than 20% compared to traditional installations.
Tesla’s newest “Folding V4 Superchargers” are key to its most aggressive expansion yet
Tesla also noted telescopic light poles which provide benefits over traditional Supercharger installations that require fixed-height poles that are awkward to ship, slow to position on site, and often require separate crews and equipment to erect before charging hardware can even be staged. By engineering poles that compress for transit and extend on arrival, Tesla has removed one of the quieter bottlenecks in the physical deployment process. Every hour saved on a light pole installation is an hour redirected toward getting stalls energized. At scale, across dozens of new sites per quarter, those hours add up to a meaningful acceleration in how quickly a location goes from approved permit to serving its first customer.
Each Folding Unit pairs a single V4 power cabinet with eight charging posts. The V4 cabinet delivers up to 500 kW per stall for passenger vehicles and up to 1.2 MW for the Tesla Semi, supporting twice the stalls per cabinet at three times the power density of its predecessor. Longer cables make every new station immediately usable by non-Tesla vehicles, a priority as Tesla continues opening its network to Ford, GM, Rivian, Hyundai, Stellantis, and others.
As Teslarati reported when the Folding Unit was first unveiled, Tesla’s Gigafactory New York produced its final V3 Supercharger cabinet in March 2026 after more than seven years and 15,000 units, completing a full pivot to V4 production. The European arrival of the folding design is the next chapter in that transition.
Faster and cheaper deployment means Tesla can justify building in markets and corridors that were previously too expensive to serve, filling the coverage gaps that have slowed EV adoption outside major urban centers.
First Folding Unit Superchargers in Europe 🇪🇺 https://t.co/KNfYWJukkL pic.twitter.com/YR1udIpH1i
— Tesla Charging (@TeslaCharging) June 10, 2026
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
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