ClaimsElon Musk

“if it's a smooth year, actually, without some big supply chain interruption or massive problem, we actually have the potential to do 2 million cars this year.”

Elon Musk, Tesla CEO, on earnings call 26 January 2023 Tesla Q4 2022 Earnings Call Transcript (Motley Fool) archived copy

Prediction Their own work or organisation

If 2023 has no major supply chain interruption, Tesla has the potential to produce 2 million cars in 2023.

Mostly true True in substance, wrong in a detail.

Prediction: Statements about events outside the person's control, checked once they fell due: did they come true?

The evidence is the person's or their organisation's own records.

Said for an organisation they lead or work for; it counts on both records.

What would count as true or false

This is a strongly hedged, conditional claim: in a smooth 2023 with no major supply chain disruption, Tesla could produce about 2 million cars. TRUE: Tesla's 2023 production was about 1.95M or more. MOSTLY TRUE: production was about 1.85–1.95M. MIXED: production fell short of that and there was a major supply chain interruption or similar problem in 2023, so the condition was not met. MOSTLY FALSE: 2023 had no such disruption and production was about 1.7–1.85M. FALSE: 2023 had no such disruption and production was below about 1.7M.

Set before the research began.

Evidence (3)

  1. E1 Tesla Vehicle Production & Deliveries and Date for Financial Results & Webcast for Fourth Quarter 2023 Tesla Investor Relations (ir.tesla.com; via Business Wire) · 2 January 2024 Own record

    “In 2023, vehicle deliveries grew 38% YoY to 1.81 million while production grew 35% YoY to 1.85 million.”
  2. E2 Tesla reports record earnings but tighter profit margins | CNN Business CNN · 25 January 2023

    “Musk said Tesla would have capacity to make about 2 million cars this year, if everything goes smoothly. But he said he can’t count on that, especially after disruptions in recent years.”
  3. E3 Tesla reports record earnings but tighter profit margins | CNN Business CNN · 25 January 2023

    “Tesla set a sales target 1.8 million vehicles for this year, up 37% from 2022 sales of 1.3 million vehicles.”

Reasoning

Tesla's official Q4 2023 production and deliveries release reports that 2023 vehicle production was 1.85 million (E1). That sits at the lower edge of the criteria's "about 1.85–1.95M" mostly-true band, which doesn't depend on whether 2023 was a smooth year. CNN's coverage confirms the 2 million figure was a capacity estimate conditional on smooth conditions (E3), alongside a 1.8 million sales target (E4). The production figure comes only from Tesla's own official record.

Cite this claim

Elon Musk, “If 2023 has no major supply chain interruption, Tesla has the potential to produce 2 million cars in 2023.” (said 26 January 2023). Verdict: mostly true. Reliability API, claim c_5017dab7f983, method 0.1.0+c876030c, dataset release v1.1.2. https://epistacklabs.com/claims/c_5017dab7f983

This claim is in dataset release v1.1.2, with the same verdict.

Reply to this claim

For Elon Musk, or someone speaking for them: a correction or counter-evidence. Replies are read before anything is shown; an approved reply shows your name, role, date, statement and link. Your email address is never shown and is deleted 30 days after the decision (privacy).

More prediction claims by Elon Musk

  1. Mostly false Prediction 30 December 2024
    “AfD is going to win an epic victory!”

    The AfD party will win a big victory in Germany's upcoming election.

  2. Mostly false Prediction 26 January 2023
    “for 2023, Cybertruck will not be a significant contributor to the bottom line, but it will be next year.”

    Cybertruck will not be a significant contributor to Tesla's bottom line in 2023 but will be in 2024.

  3. Mostly false Prediction 26 January 2023
    “Hardware 3 will not be as good as Hardware 4, but I'm confident that Hardware 3 will so far exceed the average -- the safety of the average human.”

    Hardware 3 will far exceed the safety of the average human driver, though not be as good as Hardware 4.

  4. Mostly true Prediction 26 January 2023
    “So we think demand will be good despite probably a contraction in the automotive market as a whole.”

    Tesla thinks demand for its vehicles will be good despite a probable contraction in the overall automotive market.

  5. Mixed Prediction 27 January 2022
    “Batteries will probably not be the limiting factor in Cybertruck production.”

    Batteries will probably not be the limiting factor in Cybertruck production.

All of them

Verdicts are made automatically; how verdicts are made.