So, the disinformation campaign is up to 11 now. A guy named Tim Higgens at the Wall Street Journal wrote a big FUD piece based on a leaked memo, claiming that Tesla was asking for its suppliers to give money back for old supplies (this is false), and claiming that what Tesla was asking for was unusual (it's not).
Tim Higgens deliberately misinterpreted the memo, which is about renegotiating terms for parts and equipment which *have not been delivered yet*. Which is totally normal, as everyone in the manufacturing industry has said in comments at Electrek. (I've done this myself, and I'm not even in that industry.)
Musk debunking the FUD:
“Only costs that actually apply to Q3 & beyond will be counted,” Musk said in a
tweet late Sunday. “It would not be correct to apply historical cost savings to current quarter.”
Elon Musk on Twitter
I will not link the FUD piece. "The Wall Street Journal lies without consequence", as Vince Foster wrote in his suicide note. The WSJ has been a dishonest propaganda shop since Murdoch took over, and their editorial page lied nontop (about government statistics, using falsified quotes, etc.) as far back as the 1950s. The WSJ publishers and editors should all be in prison already.
Bloomberg repeated the FUD with substantially more criticism, because Bloomberg is an actual news organization, unlike WSJ.
Tesla Sinks on Report That Suppliers Were Asked to Return Cash
"It’s not so unusual for carmakers to ask suppliers for discounts retroactively, and some Japanese automakers have done it before, said Tatsuo Yoshida, an analyst at Sawakami Asset Management Inc. in Tokyo, who worked at Nissan Motor Co. between 1983 and 1999."
Of course, this isn't even retroactive -- this is on unfinished projects and stuff which has not been delivered yet. I've asked for discounts on projects which were *late*. And I've gotten them.
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My take: the current round of FUD is an attempt to disrupt Tesla financially by freaking out its suppliers. The criminals running the disinformation campaign (Chanos or whatever short-seller it actually is) have discovered that they can't cut Tesla off from financing, and they can't suppress demand for the products, so this is an attack on Tesla's production chain. They want to spook a supplier into not delivering parts.
Hopefully it won't work, but it's actually dangerous. It's also criminal to spread this sort of disinformation, and they should be in prison for life for their trade libel.