There is a very recent interview where Lutz was asked questions about Tesla and despite Tesla being stronger than ever- for instance going full steam in China and growing faster than ever literally with the highest demand ever Lutz is totally certain Tesla is over and not only according to Lutz is Tesla done but Tesla is also totally worthless so much so that no one would buy the dead companies liquidate remains to the point that he was sounding like Chanos. He wouldn't budge it was like a total done deal kind of thing. Maybe no one told him that PNAC failed and there has to be another way around a built out USA? Was Lutz so sure Tesla was dead because military CDC goons were set on keeping Tesla shut in Fremont until it was choked out?. Was that the fix? Can we draw a line through fossil fuel corrupted labor to Lorena Gonzalez to Richard Pan to Erica Pan to the CDC as a military agency? Notice CA which in large part just recycles federal money just denied a grant to SpaceX on ridiculous grounds- the kind that would encourage SpaceX also to leave CA. What is up with this? We can see why SpaceX would have been military from the start- it was from the ground up a private rocket company. We can see why It would have been in Texas because that was the heart of the space industry during the space age. We can see why if Musk wants to ultimately consolidate the companies (or wanted to take Tesla private at one time and consolidate) why he would have wanted to move to Texas and of course Texas is the heart of fossil fuels in the US as its home to the 'fossil fuel Texas Energy Sector' and Musk has a pattern now of going where the fight is in Berlin in Germany and Shanghai in China. And of course Tesla already had facilities in Texas and it has lower costs and its located to cut logistical costs- all logical. But again what is this about? We can see how SpaceX became a military contractor. By why Microsoft? Was that to help grease its capitulation on domestic spying? And why post office competitor Amazon as a defense contractor? Is that because it got into private rockets? Remember Amazon and Microsoft fighting over AWS and a pentagon contracts. Just seems like a conflicts of interest to have these consumer products companies as defense contractors. I mean I get why IBM way back when was allowed in but why these two? Was it because of all the consolidation in defense and needing a counter to the loss of diversity in contractors? More and more Amazon seems to be in direct competition with Tesla and SpaceX. Amazon is a logistics company and you can see that in what it is doing with Rivian- internal deliveries. Tesla with self-driving will have to get into logistics. But what Amazon is doing with rocketry is also logistics- as in Bezos plan to manufacture on the moon and then just shove things off the surface of the moon in a straight line to their destination on Earth. And there is competition with Microsoft where Musk found vaccine pushing Gates (military CDC tie in) underwhelming and again Microsoft has some pentagon contracts that go beyond Word- again, why (?) was that for capitulating on domestic spying? And there is competition with Boeing because Tesla is destroying it Starliner and its failed simple auto pilot with its 737 max is making it look bad. And there is friction with Lockheed Martin because Musk in public said to the Airforce- its fighters are obsolete unless it goes to unmanned stuff- surely Musk wants the Mars contract. And Musk has said he has seen Area 51 and has Space X has something better. And of course domestic spying capitulator Google just got hit with Antitrust. So he is taking on all these laggard companies on everything (Munro pointed that out)- Google and Amazon are not laggards and not certain about Locheed Martin but the rest are. And it seems like the Big 3 won't make it. It should be possible to line up all these failing companies trying to line up for government money printing and a fix for ICE fossil fuels and corrupted labor and the military industrial complex CDC with its secret martial law attitude and its shelter in place internment of the public until it can force inject untested unspecified stuff. A lot of companies that are entitled, gravy train, glory days are whining for business as usual. And it comes back to no mission orientation, no vision just skating along rent seeking for the sake of rent seeking. Think of Microsoft and Office 365 and its exorbitant subscription- it is just a text editor (it still can't even properly order recovered documents ) Apache open office is way better and its free. Think of how stupid Microsoft's operating systems are where even the business versions force modal windows to try to condition people to accept ads. These companies should be removed from the S&P 500 because these lax cheaters want to roll over they don't want to move fast enough to try to keep up with China's plan to dominate the top 25 technology areas by 2025. Why should they be in the S&P 500 or be getting government contracts? Maybe the 10 thousand talents Microsoft should be part of anti-trust again and join Google at least Google is no a laggard. Another issue is why would defense contractors ever have to honor any IP except that of other US defense contractors classified patents and trade secrets- you don't want to bring in these companies like Microsoft because then suddenly they can begin to overcharge for stuff that should be free for development purposes. Worth again tying it all together. Buffet and Gates are green washers and PNAC people. Gates said divesting fossil fuels had no impact! Very PNAC. Notice Gates just invested in fossil fuel based batteries like the hydrogen long tail pipe scam. Notice Buffet invested in GM (think Lutz) vice Tesla but does cover with projects like Gemini where he will put in 7100 acers of solar and battery for 1 billion and the 8th largest plant in the world- its a token. And notice while Buffet invested in BYD it was just green washing cover (notice BYD stopped putting solar panels on its buses- an experiment that apparently worked quit well)- more telling was his NRG natural gas in Nevada which was used to ruin at least temporarily net metering in Nevada to harm Tesla. And then of course we see Gates on the Berkshire board and the MS board until recently resigned and but always pushing vaccines (CDC type military stuff) through his foundation and apparently with ties to Charles Lieber. So we see PNAC pro fossil fuel military CDC vaccine complex linked to shut downs that harmed green and Tesla. So again the CDC a military biological warfare agency that can't be bothered to test things and is indemnified and a policy of pushing vaccines especially on kids that essentially all other countries reject accept for France. Is it possible the usual suspects want the fix in on Tesla? With Tesla virtual power plants and coming to Texas and getting free at Fremont it doesn't look like it will happen. Looks like Tesla will be added to S&P now.
