📈 Model Y becomes the best-selling car in America
Chamath's call after switching off the Model X he has driven since 2015: the Model Y is a step-change product and, with incentives, the base trim now costs less than the average new car in America. So it takes the best-selling-car crown outright, not just the best-selling-EV one — Tesla's next leg is mass-market volume at mass-market price points rather than premium mix.
also touching these tickers, same direction: Tesla's second act: AI5 + energy + CyberCab 52 (TSLA)
⚖ Why this verdict
fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set
- Window: 2023-05-26 → 2024-05-26 — first mention + 12-month horizon, then the window locks.
- The call: ▲ LONG TSLA (primary play). TSLA fell 7.2% over the window → direction-adjusted R = -7.2% (the call lost money).
- Benchmark: holding SPY over the same window returned +27.9% → α = -7.2 − (+27.9) = -35.1% — what this call made or lost against just owning the index. This is the number the verdict uses.
- Rule fired:
· HIT — R ≥ +10% AND α ≥ +5· PARTIAL — R ≥ +5% OR α ≥ 0▶ MISS — everything else
- Credit: supporters of a MISS earn 0 each, opposers the inverse — this feeds the scoreboard weights. supported: Chamath, Jason
Conviction timeline
bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15
Plays vs SPY · % since first mention (2023-05-26)
Plays
| expression | symbol | kind | relevance | rationale |
|---|---|---|---|---|
| ▲ LONG | TSLA | stock | PRIMARY | Model Y is Tesla's volume product; unit-share leadership at a sub-average-price point is the direct expression of the call |
Mention log
“That Model Y is going to be the best selling car. It's going to be the best selling car in America. If you get the base level, it's actually cheaper than the average car in America now with incentives.”
Who built this conviction
each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement
⏳ decay drained -46.3 over the idea's life — that's time passing, attributed to no one
Score events
| episode | kind | Δ | after | note |
|---|---|---|---|---|
| E130 2023-05-26 | init | +35.2 | 35.2 | E130 born by Chamath (explicit_prediction x3) [w=0.84] |
| E131 2023-06-02 | decay | -1.4 | 33.8 | E131 silent |
| E132 2023-06-10 | decay | -1.4 | 32.4 | E132 silent |
| E133 2023-06-16 | decay | -1.3 | 31.1 | E133 silent |
| E134 2023-06-24 | decay | -1.2 | 29.9 | E134 silent |
| E135 2023-07-01 | decay | -1.2 | 28.7 | E135 silent |
| E136 2023-07-09 | decay | -1.1 | 27.5 | E136 silent |
| E137 2023-07-14 | decay | -1.1 | 26.4 | E137 silent |
| E139 2023-07-27 | decay | -1.1 | 25.4 | E139 silent |
| E140 2023-08-04 | decay | -1.0 | 24.4 | E140 silent |
| E141 2023-08-11 | decay | -1.0 | 23.4 | E141 silent |
| E142 2023-08-18 | decay | -0.9 | 22.5 | E142 silent |
| E143 2023-08-25 | decay | -0.9 | 21.6 | E143 silent |
| E144 2023-09-01 | decay | -0.9 | 20.7 | E144 silent |
| E146 2023-09-22 | reinforce | +17.3 | 38.0 | E146 Jason support x2 (new voice) [w=0.97] |
| E146 2023-09-22 | reinforce | +6.2 | 44.3 | E146 Chamath support x1 [w=0.84] |
| E147 2023-09-29 | decay | -1.8 | 42.5 | E147 silent |
| E148 2023-10-07 | decay | -1.7 | 40.8 | E148 silent |
| E149 2023-10-13 | decay | -1.6 | 39.2 | E149 silent |
| E150 2023-10-20 | decay | -1.6 | 37.6 | E150 silent |
| E151 2023-10-27 | decay | -1.5 | 36.1 | E151 silent |
| E152 2023-11-03 | decay | -1.4 | 34.6 | E152 silent |
| E156 2023-12-08 | decay | -1.4 | 33.3 | E156 silent |
| E157 2023-12-16 | decay | -1.3 | 31.9 | E157 silent |
| E158 2023-12-23 | decay | -1.3 | 30.6 | E158 silent |
| E159 2023-12-29 | decay | -1.2 | 29.4 | E159 silent |
| E160 2024-01-06 | decay | -1.2 | 28.2 | E160 silent |
| E161 2024-01-13 | decay | -1.1 | 27.1 | E161 silent |
| E162 2024-01-19 | decay | -1.1 | 26.0 | E162 silent |
| E163 2024-01-26 | decay | -1.0 | 25.0 | E163 silent |
| E164 2024-02-02 | decay | -1.0 | 24.0 | E164 silent |
| E165 2024-02-09 | decay | -1.0 | 23.0 | E165 silent |
| E166 2024-02-16 | decay | -0.9 | 22.1 | E166 silent |
| E167 2024-02-23 | decay | -0.9 | 21.2 | E167 silent |
| E168 2024-03-01 | decay | -0.8 | 20.4 | E168 silent |
| E169 2024-03-08 | decay | -0.8 | 19.6 | E169 silent |
| E170 2024-03-15 | decay | -0.8 | 18.8 | E170 silent |
| E171 2024-03-22 | decay | -0.8 | 18.0 | E171 silent |
| E172 2024-03-29 | decay | -0.7 | 17.3 | E172 silent |
| E173 2024-04-05 | decay | -0.7 | 16.6 | E173 silent |
| E174 2024-04-12 | decay | -0.7 | 15.9 | E174 silent |
| E175 2024-04-19 | decay | -0.6 | 15.3 | E175 silent |
| E176 2024-04-26 | decay | -0.6 | 14.7 | E176 silent |
| E177 2024-05-03 | decay | -0.6 | 14.1 | E177 silent |
| E178 2024-05-10 | decay | -0.6 | 13.5 | E178 silent |
| E179 2024-05-17 | decay | -0.5 | 13.0 | E179 silent |
| E180 2024-05-24 | decay | -0.5 | 12.5 | E180 silent |