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.
—————————————————–
This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
A big thanks to our long-time supporters and new subscribers! Thank you.
—————————————————–
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.
—————————————————–
If you made it this far, thank you :), and please consider Subscribing and joining me next week as I go ‘Beyond the News’
—————————————————-
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Lifestyle
Tesla Semi hauls fresh Cybercab batch as Robotaxi era takes hold
A Tesla Semi was filmed hauling Cybercab units out of Giga Texas for the first time.
A Tesla Semi loaded with Cybercab units was recently filmed leaving Gigafactory Texas, marking what appears to be the first documented delivery run of Tesla’s autonomous two-seater. The footage shows multiple Cybercabs secured on a flatbed trailer being hauled by a production Tesla Semi, a truck rated for a gross combination weight of 82,000 lbs. The location is consistent with Giga Texas in Austin, where Cybercab production has been ramping since February 2026.
The sighting follows a wave of Cybercab activity at the Austin facility. In late April, drone operator Joe Tegtmeyer spotted approximately 60 Cybercabs parked in two organized groups in the factory’s outbound lot, the largest concentration observed to date. Units being staged in an outbound lot is a standard pre-delivery step, and the Semi footage is the logical next frame in that sequence.
En route with @tesla_semi pic.twitter.com/ZfuOjaeLH1
— Tesla Robotaxi (@robotaxi) May 7, 2026
This is not the first time Tesla has used its own Semi to move Tesla products. When the Semi was unveiled in 2017, Musk noted it would be used for Tesla’s own operations, and over the years Semi prototypes were spotted carrying cargo ranging from concrete weights to Tesla vehicles being delivered to consumers. In 2023, a Semi was photographed transporting a Cybertruck on a trailer ahead of that vehicle’s delivery launch.
The Cybercab itself was first revealed publicly at Tesla’s “We, Robot” event on October 10, 2024, at Warner Bros. Studios in Burbank, where 20 pre-production units gave attendees rides around the studio lot. Musk stated at the event that Tesla intends to produce the Cybercab before 2027. The first production unit rolled off the Giga Texas line on February 17, 2026, with Musk posting on X: “Congratulations to the Tesla team on making the first production Cybercab.”
Tesla’s annual production goal is 2 million Cybercabs per year once multiple factories reach full design capacity, with the company targeting a price under $30,000 per unit. Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year.
Tesla has taken home the “Overall Loyalty to Make” award from S&P Global Mobility for the fourth consecutive year, reinforcing Tesla owners’ willingness to come back. The 2025 awards are based on S&P Global Mobility’s analysis of 13.6 million new retail vehicle registrations in the U.S. from October 2024 through September 2025. The complete list of 2025 winners includes General Motors for Overall Loyalty to Manufacturer, Tesla for Overall Loyalty to Make, Chevrolet Equinox for Overall Loyalty to Model, Mini for Most Improved Make Loyalty, Subaru for Overall Loyalty to Dealer, and Tesla again for both Ethnic Market Loyalty to Make and Highest Conquest Percentage.
Tesla’s streak in this category started in 2022, and the brand has now won the Highest Conquest Percentage award for six straight years, meaning it keeps pulling buyers away from other brands at a rate no competitor has matched. Tesla’s retention among Asian households reached 63.6% and among Hispanic households 61.9%, rates that significantly outpace national averages for those groups. That breadth of appeal across demographics adds a layer of significance to a win that some might dismiss as routine.
The timing matters too. After several consecutive quarters of decline, Tesla’s share of U.S. EV sales jumped to 59% in Q4 2025. That rebound, arriving just as competitors were flooding the market with new models and incentives, suggests Tesla’s loyalty numbers are not simply the result of limited alternatives. Buyers are still choosing it when they have plenty of other options.
What keeps Tesla owners coming back has a lot to do with the and convenience of charging. The Supercharger network is the most straightforward example. With over 65,000 Superchargers globally, it remains the largest and most reliable fast-charging network in the world, and owners who have built their routines around it face a real practical cost when considering a switch. Competitors have made progress, but the consistency, speed, and availability of Tesla’s network is still the benchmark the rest of the industry is chasing. Then there is the software side. Tesla has built a model where the car you own today is functionally different from the car you bought two years ago, through over-the-air updates that add continuous game-changing improvements such as Full Self-Driving that has moved from a driver-assist feature to an increasingly capable autonomous system. For many Tesla owners, leaving the brand means starting over with a car that will not get meaningfully better over time, and that is a trade-off fewer and fewer are willing to make.
Tesla is making sweeping improvements to Robotaxi
Starship V3 is here putting SpaceX closer to Mars than it has ever been
