ClaimsElon Musk

“a lot of these things are alleviating.”

Elon Musk, Tesla CEO, on earnings call 27 January 2022 Tesla Q4 2021 Earnings Call Transcript (Motley Fool)

Factual Economics and markets

Many of the supply chain shortages affecting Tesla are alleviating as of January 2022.

Mostly true True in substance, wrong in a detail.

Factual: Statements about the present or the past, checked against the record: did they hold up?

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

What would count as true or false

Factual claim as of 27 Jan 2022 that many of the supply chain shortages affecting Tesla were easing. True: contemporaneous evidence (Tesla's Q4 2021 update or 10-K, industry data on chips and parts) shows that a good part of Tesla's key supply constraints were improving in January 2022. Mostly true: some major constraints were easing while others persisted. Mixed: the evidence is evenly split, with some easing but key shortages such as chips still severe or worsening. Mostly false: the shortages largely persisted or worsened, with only isolated easing. False: Tesla's own filings or industry data from that time show broad worsening, with no easing.

Set before the research began.

Evidence (4)

  1. E1 Tesla, Inc. (TL0) Q4 FY2021 Earnings Call Transcript - January 26, 2022 roic.ai (transcript of Tesla's Q4 2021 Q&A webcast) · 26 January 2022 Own record

    “And so, we should see -- we are seeing alleviation in almost every area, but the output of the vehicle is -- goes with the least lucky.”
  2. E2 Tesla, Inc. (TL0) Q4 FY2021 Earnings Call Transcript - January 26, 2022 roic.ai (transcript of Tesla's Q4 2021 Q&A webcast) · 26 January 2022 Own record

    “So, the chip shortage, while better than last year, is still an issue.”
  3. E3 Auto industry expects smooth ride, but Omicron could be a speed breaker The Economic Times (Auto) · 27 December 2021

    “Also, semiconductor shortages are easing out as compared to earlier, but will still continue to persist throughout 2022.”
  4. E4 Auto industry expects smooth ride, but Omicron could be a speed breaker The Economic Times (Auto) · 27 December 2021

    “Leading global players across the value chain have given a guidance of production shortfalls continuing for a major part of 2022; supplies are only expected to revert to normal levels by first quarter of CY2023.”

Reasoning

The one independent source, a December 2021 industry report, says semiconductor shortages were "easing out as compared to earlier" but would persist through 2022 (E3), and that production shortfalls were expected for much of 2022, with supply back to normal only by early 2023 (E4). On Tesla's own Q4 2021 call, the company said it was seeing alleviation in almost every area but that the chip shortage, though better than the year before, was still an issue (E1, E2); these are statements by the subject, not independent support. Together the evidence shows some easing while shortages, including chips, continued. That matches the "mostly true" criterion, which covers cases where some constraints were easing while others persisted.

Cite this claim

Elon Musk, “Many of the supply chain shortages affecting Tesla are alleviating as of January 2022.” (said 27 January 2022). Verdict: mostly true. Reliability API, claim c_50c1799003ca, method 0.1.0+c876030c, dataset release v1.1.2. https://epistacklabs.com/claims/c_50c1799003ca

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

Reply to this claim

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More factual claims by Elon Musk

  1. Mostly true Factual 2025
    “so many of the index funds, the passive funds vote along the lines of whatever Glass Lewis and ISS recommend.”

    Many index and passive funds vote in line with Glass Lewis and ISS recommendations.

  2. Mostly true Factual 2025
    “there is no way to have a super voting stock after you’ve gone public.”

    A company that has already gone public cannot create a super voting stock.

  3. Resolved true Factual 24 January 2024
    “you know, wasn't that long ago that we're only making, like, 10 cars a week”

    Tesla once produced only about 10 cars a week, not long ago.

  4. Mostly false Factual 27 January 2022
    “we are seeing alleviation in almost every area”

    As of January 2022, Tesla is seeing alleviation of supply chain constraints in almost every area.

  5. Mostly true Factual 3 April 2014
    “NASA called and told us we won a $1.5 billion contract,”

    NASA called SpaceX to tell it that it had won a $1.5 billion contract.

All of them

Verdicts are made automatically; how verdicts are made.