저자: MeetKevin · 외국인
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해커 집단 Anonymous가 일론 머스크를 비판한 영상 메시지를 소개하고, 진행자 Kevin이 이를 반박·해설함. 테슬라가 머스크 투자로 살아남았다는 역사 설명, 탄소배출권 의존 논쟁, 비트코인 에너지 문제와 머스크의 입장 번복, 머스크 아버지의 에메랄드 광산 논란을 다룸. 특정 자산의 1~3개월 가격 방향에 대한 명시적 예측은 없음.
다듬은 글
hey everyone meet kevin here the hacker group anonymous so just threatened elon musk and potentially even tesla or tesla owners by virtue of threatening elon musk given that they are a hacker group and teslas are mostly electronic and led by a lot of autonomous software so folks let's talk about and break down what anonymous had to say but beyond just talking about what anonymous has to say i'm going to provide some facts data and background keep in mind though right now this video's release is coming at pretty bad timing for elon musk people are very frustrated over elon musk's tweets and his dealings with dogecoin bitcoin and cryptocurrencies in general and this is leading a lot of folks to be not only frustrated but feel like they're losing thousands or collectively millions of dollars as a response or potentially as a result of elon musk's tweets with that said let's get into the message from anonymous here and uh let's see what you think we'll add some color and clarity let's see all right this is the uh the intro yeah dark and scary unlike my background not dark not scary and colorful and fun okay let's get into it greeting citizens of the world this is a message from anonymous for elon musk for the past several years you have enjoyed one of the most favorable reputations of anyone in a billionaire class because you have tapped into the desire that many of us have to live in a world with electric cars and space exploration but recently your carefully created public images being exposed and people are beginning to see you as nothing more than another narcissistic rich dude who is desperate for attention now obviously this desperate for attention fact comes from elon musk's twitter efforts but it doesn't help that elon musk was just on snl with an entire episode dedicated to him dressed up as wario in one scene and well other characters in other scenes it certainly kind of plays into the anonymous message here and it is also true people are very excited by the thought of space exploration neurolink electric vehicles sustain a sustainable future it is a very popular sentiment because that is a direction that society is heading in but let's keep going here it appears that your quest to save the world is more rooted in a superiority and savior complex than it is in actual concern for humanity this this is essentially the feeling of elevating yourself as somebody who has almost godlike powers to get people to follow you has been obvious to your employees for a long time who have faced intolerable conditions under your command for years it is also obvious to the young children working in your overseas lithium mines which are destroying the local environment as well these are not tesla companies or elon companies these are companies who do source lithium and some of them do use child labor and this is exactly why elon musk has tried to escape not only purchasing materials from these companies but also getting away from using things like cobalt which cobalt is probably the number one material when it comes to determining ah or is child labor used well i don't know is there any cobalt in it the odds of child labor being used when it comes to cobalt or substantially higher than any other kind of material or mineral this is one of the reasons many manufacturers are trying to escape the use of cobalt let's keep going you have been open about your willingness to stage in order to install dictators in places where your toxic products are being mined you have even prematurely crowned yourself emperor of mars a place where you will be sending people to die your fanboys overlook these issues because they are focused on the potential good that your projects can bring to the world but you are not the only show in town and your competition is growing more intense with each passing day this is a pretty strong slam at just the tesla brand in general it's kind of a concern that a lot of investors in tesla already have that oh my gosh there's so much competition the ford lightning and lucid and mercedes and bmw and everybody's coming out with evs now tesla's dominance is going to go away it's a really good pain button to push it's a really smart thing to include in their messaging because the this line right here is something that could potentially send a little bit of a shock into existing tesla investors and i i would i would expect that anonymous is ideal goal would be seeing a nice drop in tesla's share price on monday because hey it just amplifies the messaging right especially if news pieces come out tesla drops after anonymous video right there are plenty of other companies working on space exploration and electric vehicles except unfortunately none of them are landing rockets back on drone ships you are just the only ceo who has gained a cult following through ship posting and trolling the world on social media in fact many people are now learning that the vast majority of tesla's income doesn't actually come from selling cars it comes from government subsidies selling carbon tax credits for your innovation with clean energy this technically isn't your innovation though because you aren't actually the founder of tesla you simply purchased the company from two people much more intelligent than you are martin everhard and mark so uh first things uh first history on tesla elon musk joined the engineers that were just pictured mark and martin to help run tesla motors and musk took a pretty much a managing role in designing the first electric car that tesla manufactured the tesla roadster but not only did he do that when he joined in april of 2004 elon musk invested 6.35 million dollars of tesla's 6.5 million dollar series a funding round that's over 90 and by doing that he actually became the company's chairman so he actually didn't have this you know fallout which we're going to get to with mark and martin until about 2008 and 2009.
so you got to scroll the wheel back to 2004 and realize that elon musk came aboard tesla as a welcomed managing partner and investor so i want to make that clear again in 2004 musk invested 6.35 million dollars of 6.5 million dollars available in series a funding it's like the first equity rate that's a lot and two years later in 2006 after elon musk funded the company over 90 again and was one of the managing directors and was a chairman tesla unveiled the prototype for the first version of the roadster which finally launched in 2008.
now mark and martin whom anonymous is saying elon musk just kind of stole the company from remember they worked with elon starting in 2004 and it wasn't until the end of 2007 that martin and mark ended up leaving the firm and elon musk invested another 20 million dollars into the company so we started with 6.35 back when the company was basically about to evaporate investing 90 plus percent then in 2007 invested another 20 million dollars finally took over after martin and mark left because of disagreements with how quickly they could fulfill orders and design disagreements many other disagreements and ultimately by october of 2008 kind of like right around the time the recession was happening the elon musk invested even more money into the company and ended up becoming a ceo at the company or i should say the ceo one of the reasons he became the ceo was because it was also very difficult to find a ceo since there really were no other ceos for electric vehicle companies that had the startup culture because they were kind of one of the first now this kind of switch in leadership here was not super easy because a year later in 2009 mark and martin ended up suing elon musk and tesla accusing musk of forcing them out of the company they found it but they ended up dropping the lawsuit now something important to note in the anonymous video is they show something that looks like an official document but this is really just formation paperwork from 2003 when tesla was created and again yeah it was created by martin and mark but we just went through a whole lot more color on tesla's real involvement here especially since after martin and mark dropped their lawsuit so they they didn't even feel confident enough to go through with it or fund the lawsuit whatever tesla was at a point that it was basically going to go bankrupt it had roughly 10 million dollars of cash on hand which was pretty much less than what it actually needed to build cars and it wasn't until in may in 2009 a daimler ended up buying a 10 stake in tesla for 50 million dollars that cash infusion briefly gave tesla the opportunity to survive until of course tesla got finally a massive 465 million loan from the u.s department of energy allowing them to survive longer now that was a loan not a tax credit now this gives you a little bit of a history as to yeah okay tesla wasn't like some rich company and elon musk didn't just come in and steal the company there's a whole lot more color involved here tesla has also made more money holding bitcoin for a few months than they did in years of selling cars okay so the problem with the carbon credit argument is actually interesting so the carbon credit argument is that hey wait a minute elon musk and tesla receive carbon credits and that's why they're profitable and this is true tesla became a whole lot more profitable when they started receiving carbon credits and assistance from governments around the world it's not just the united states it's the state of california it's germany that helps them i mean look for example in california you get a fifteen hundred dollar california clean fuel reward for all new electric vehicles registered in california you also get two thousand dollars or twenty five hundred dollars as a rebate based on income for model threes and model wise and again you're gonna see credits in places like china and germany because governments wanna see less carbon emissions this is normal really what you're doing is you're just saying okay if tesla had a break-even point or a point where they became profitable in let's say 2023 with carbon credits maybe they can become profitable a couple years earlier it's really just incentivizing and speeding up the path to profitability while also trying to make sure that companies that are innovating and creating new technologies don't go bankrupt on their path to innovation but it is true if you take out a lot of the electric vehicle credits it's hard for tesla to be profitable at this point but tesla's also only manufacturing 500 000 cars now that might sound like a lot but keep in mind that toyota manufactures 14 million cars and so it takes a lot longer for tesla to get to scale consider the fact that austin uh the gigafactory that's being built in austin texas still under construction gigafactory berlin still under construction gigafactory fremont produces about maybe 250 000 cars but it should get to about 500 000 cars hopefully this year and in the future might expand to being able to manufacture about a million cars per year and the same is true for tesla shanghai probably on pace to do about 500 000 vehicles this year so maybe tesla can get about 1 million combined out of the door this year that's roughly an expectation right now the tesla's going to break a million vehicles but the problem with companies and electric vehicle companies is the cost curve is very much like a half pipe and this is relatively the concept of economies of scale costs are very very high per car where you're losing money while you're creating manufacturing facilities same thing is true in neo and other companies lucid it's all gonna be true and that cost comes down for every extra thousand cars you produce until you get to this beautiful sweet spot where you're finally at scale and you're able to manufacture companies or manufacture products and cars and mass without having to rely so much on those credits but yeah look tesla gets credits just like any other electric vehicle manufacturer and yeah that pisses some people off for example michael bury ended up shorting the company with a 534 million dollar short position against tesla solely because he believed well maybe not solely because but one of his reasons was because he believed tesla relied too much on regulatory credits for profits and that that was a big red flag it's not a bad argument it's just more of a temporary transitional argument let's keep going here martin everhard and mark tarpenning tesla has also made more money holding bitcoin for a few months than they did in years of selling cars yeah i mean this isn't exactly untrue tesla made over 100 million dollars so flipping bitcoin so to speak and that has pissed off a lot of bitcoin folks the big u-turn on bitcoin has been a big problem and this is where folks are really pissed about elon uh basically uh being counter the hard-working people who you know want to invest in things like tesla or bitcoin and both of those have recently fallen substantially it is also more than likely that this bitcoin was purchased with money from these government subsidies i mean that's not a bad argument the argument that hey look i mean if you're getting all this extra cash from government credits i mean even though you've got 19 billion dollars in the bank some of that came from credits if you didn't have the credits you wouldn't really be profitable so where would all the extra cash come from and now you're investing that into bitcoin which bitcoin you know now you're you turning on because it's not super green wait what are you confusing the argument here or what's happening elon musk and this is exactly what anonymous hits on next is now widely believed that you have been forced to denounce your company's involvement with bitcoin in order to keep that green government money flowing into tesla's coffers the energy use argument about proof of work mining is a very nuanced conversation that requires a fairly complex understanding of how power grids work and how excess energy is wasted by power companies yeah here's a very basic explanation of what the individual here says is he suggests look you can't just say that bitcoin is bad because it uses a lot of energy for its proof-of-work model and this is true you can't just say that bitcoin creates amazing opportunities to utilize energy in areas where nobody else can utilize energy for example if you have a solar farm in the middle of nowhere you could set up mining rigs and yeah it's creating or burning energy over there but nobody else would be using that energy in the first place so it's not like you're really wasting the energy the bigger problem that came up is that presently we believe 70 of cryptocurrency miners who use energy to verify transactions 70 of them use some form of renewable energy but the problem is the latest estimates are that only about 30 to 35 percent of energy used is actually renewable so it's kind of like if you have a solar panel to power your coffee pot it doesn't exactly mean you're using renewables for everything right and so if only about a third is renewable that does mean that currently the other you know 70 of crypto or bitcoin's energy usage is fossil fuel based and that concerns a lot of people and this is sort of the argument that elon musk has been taking that whoa wait a minute wait a minute we can't grow our bitcoin use while at the same time trying to be pro a green future we need to get to a green future and then increase our energy like we can't just increase our energy usage and then try to have renewables to catch up this is one of the reasons elon musk created the north american cryptocurrency or bitcoin council to work with north american companies like hud 8 to promise more renewable energy transparency but anyway let's keep going and sought out by crypto miners this is a conversation that you have been having for over a year and were intimately aware of but as soon as your main source of income was threatened you pretended to be clueless in an attempt to play both sides of the fence all right so this is an important mention here after this video came up we spent about four hours trying to find any indication that tesla had been threatened that their renewable credits would be taken away if they used bitcoin or accepted payment in bitcoin there's nothing there's literally nothing that says tesla won't be able to get credits if they invest in bitcoin it's just an assumption and it's important to say that because the way this is conveyed is that elon musk's income source was threatened they're saying he only makes money from credits and now that's being threatened so he u-turns on all the people well wait a minute sure it definitely feels like he you turned on all the people but we don't actually have evidence that his income stream was threatened we do have the implication though that maybe it was because guess what's happening well joe biden is looking at massive new plans for brand new ev tax credits and electric vehicle subsidies in fact the president has included 174 billion dollars for electric vehicle subsidies in his two trillion dollar infrastructure proposal we also have the u.s senate finance committee advancing legislation on wednesday may 26th that would boost ev tax credits to as much as 12 500 to ev manufa evs or electric vehicles manufactured and assembled by union workers in the united states that's a lot of money and we have a clean energy for america bill which advanced on a 14 to 14 thai vote in committee and it would eliminate existing ev caps or credit caps which again also helps the eevee industry there's also another eevee proposal led by senator debbie steven now michigan democrat and this would boost the 7 500 tax credit to 2500 for vehicles inves or assembled in the united states and another 2500 for vehicles that are put together by labor unions represented in the united states so in other words there are massive programs for more tax credits coming or there are massive bills with more tax credits coming but there is a possible argument that hey well wait a minute if you're going to start using bitcoin and accepting bitcoin maybe we're going to make you not eligible for those now we don't we don't know that that's just speculation it's speculation that hey you know well if they use bitcoin and if that's dirty then then maybe they're not going to be able to get some of those credits we don't know right now there's no evidence of that but that and implication is there we also know that elon musk u-turned not because of knowledge he's had over the last few years but based on what elon musk said he actually you turned in part because a coal mine flooded in the hutube county region of china and that flood led to hash rates on bitcoin proof of work mining to plummet 30 percent implying that 30 of bitcoin mined in china is actually driven by fossil fuels in this one area where the coal mine flooded signaling a possible massive impact uh especially since most bitcoin comes from china signaling a potential massive impact that fossil fuels have and fossil fuel mining like coal mining has on the bitcoin industry and shortly after that elon musk reported that tesla was no longer going to accept bitcoin as payment for teslas so you can see there's there's literally endless amount or an endless amount of detail that's kind of missing but then again their video is only three minutes long but it's kind of important to have these extra details then your move to create a bitcoin minor council was rightly seen as an attempt to centralize the industry and take it under your control reading from uh you know in fairness the the trying to centralize the bitcoin industry there's no way china's going to participate in my opinion in elon musk's north american bitcoin council and they do most of the bitcoin mining so to me it's a little more symbolic than anything else in the comments on your twitter posts it seems that the games you have played with the crypto markets have destroyed lives millions of retail investors were really counting on their crypto gains to improve their lives this is something that you will never understand because you were born into the stolen wealth of a south african apartheid emerald mine and have no clue what struggle is like for most of the working people in the world okay okay okay apartheid emerald mine like the thing is ah there there is this sounds really really really bad like the way it's it's stitched together uh and uh and it's a problem because yeah if you look into the history there was a mine that was bought in part by elon musk's father in the mid 80s okay and we gotta talk about this a little bit so here's what we have so according to business insider in the mid-80s which was during the apartheid elon musk's father sold a plane for about 80 000 euros to a group of italians and then bought half of an emerald mine and apparently had uh some sort of deal where he was collecting and this was from an interview with the father uh a deal where he was a half owner of the mind and he got paid essentially in emeralds for the next six years and talked about how this was lucrative and how they employed a cutter in johannesburg and then sold stones wherever he traveled as an engineer or wherever holidays took him so you know i i mean it seems like a little inefficient way to sell emeralds but i suppose that was uh one way this uh elon musk's father made money now elon musk says this is a pretty awful lie he says i left south africa by myself when i was 17 which would be around 1989 with just a backpack and a suitcase of books he worked at his mom's cousin's farm and a lumber mill and then went to queen's university with a scholarship and ended up in over a hundred thousand dollars worth of debt in college so obviously different stories here but it does look like the mine was probably owned right before a few years before elon musk left south africa and then elon musk went to university now may musk says that uh they were pretty much broke and and this is elon musk's mother she says we could not afford to dine out i had a client with a butcher once a month he would give me a beef roast i would cut it up in four pieces freeze three and cook one away so we would have meat once a week that was uh from an interview with the huffington post in 2015 and at one point mae musk suggested that she had to work five jobs to make end meets uh ends me sorry including being a model at one point so then you have elon musk suggesting that his dad is evil in a rolling stones interview with tears rolling down his face he said my dad will have a carefully thought out plan of evil he will plan evil almost every crime you could possibly think of he has done almost every evil thing you could possibly think of he has done it's so terrible you can't believe it he was such a terrible human being you have no idea you know when when you hear this it kind of doesn't seem like they got a good relationship but yeah i mean look people don't want to hear that the self-made now billionaire uh you know had had a father with an emerald mind or an ownership stake in an emerald mine but again lots more details to know all right keep going here of course they took the risk upon themselves when they invested and everyone knows to be prepared for volatility in crypto but your tweets this week show a clear disregard for the average working person as hardworking people have their dreams liquidated over your public temper tantrums you continue to mock them with memes from one of your million dollar mansions you may think you are the smartest person in the room but now you have met your match we are anonymous we are legion expect us so expect us is obviously a nice little cliffhanger of a threat there to elon musk but yeah i mean gee there's a lot to unpackage there and i want to hear what your thoughts are i mean look this has not been very popular for elon musk folks were just basically cheering f elon at the bitcoin convention in miami and uh that's happening this friday and saturday and boy oh boy this is uh not a very pleasant threat to elon musk or quite frankly tesla that's the owner so it'd be very interesting to see what happens in the stock market on monday but anyway if um if my video last week talking about a tesla and a fud and the culmination of the most amount of fun i've ever seen wasn't enough here's another piece to add to the pie it's been a disaster for tesla you
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