the poetry of information security

One investor says the cost of the German factory is a total loss because soon no one in the EU will buy a Tesla and inventories will pile up.

Although Tesla has invested nearly $5 billion in building a factory in Brandenburg, Germany, that is scheduled to begin production in March 2022, Tesla's sales in Europe are beginning to decline back to pre-factory levels (see Figure 5).

Tesla's German factory operated at 18% capacity between March and December 2022, 47% last year, and 45% in H1 2024. Capacity utilization below 70% usually means losses. Below are what I believe are growing problems for Tesla in Europe that could lead them to write off their German factory (if Musk were smart, and we know he isn't).

Of course, this is beside the point. Elon Musk's takeover of Twitter was backed by Russia to be a disinformation tap within America. Surely it is a bad Business Decision, but it is not like that Military Decisions are made.

Russia's financing of a huge munitions factory for the production of drones with chemical cluster bombs near Berlin is also a military plan that has little relevance to the usual automotive industry.

Keep in mind that this Tesla factory is located in the old “East,” which was Putin's notorious stomping grounds for KGB operations to recruit Nazi gangs that could infiltrate the West. This time, Putin's plan will not target hooligans, but rather use unused Tesla robots to cause mass terror and destroy democracy.

The fact that Tesla is building a factory for Russian ammunition in Germany and staffing it with AfD activists in order to influence elections has little to do with selling cars.

Background:

Let’s start with this: “Unsold” Tesla cars are stored on a military base on a disused military site outside Berlin.

Is it reasonable to accept the depiction of the CEO as a collection of AI-driven robots that can be controlled by a person with a simple command? Perhaps national security experts should evaluate this centrally controlled drone force – which essentially amounts to a mobile arsenal of chemical explosives – for what it really represents.

The Tesla factory in Brandenburg is close to the border with Saxony and Berlin, but not Thuringia. Brandenburg, Saxony, and Thuringia are all former East German states that have experienced significant Russian influence. The far-right Alternative for Germany (AfD), often criticized as a Nazi party and actively promoted by Elon Musk, has gained considerable support in these states. In Thuringia, the AfD won the last state election with 32.8% of the vote, marking the first time in post-war Germany that a far-right party has won a state election. In Saxony, the AfD narrowly lost the state election, receiving 30.6% of the vote. Support for the AfD has also increased in Brandenburg, reflecting the party's growth in neighboring states. German political parties refuse to form coalitions with the AfD, viewing it as a threat to democratic principles. Some observers argue that the rise of the AfD is part of a broader strategy, possibly driven by Russia (along with Elon Musk), to fragment German politics and prevent the formation of stable governments.

Notably, Putin served in the KGB from 1975 to 1991, starting as a junior officer in the Second Main Directorate (counter-intelligence). He was stationed primarily in Leningrad (now St. Petersburg), but was transferred to Dresden in the GDR (German Democratic Republic) from 1985 to 1990. By the time the USSR collapsed in 1991, Putin had already reached the rank of lieutenant colonel. Studies of Stasi files and interviews with former colleagues (e.g. Klaus Zuchold) suggest that Putin's role was anything but mundane – even if it was meant to seem boring or unimportant: operational work in middle management and low-level intelligence gathering.

There are networks of billionaires who are essentially arms of the Kremlin

In particular, it is far too easy to describe as banal how the efforts of the Dresden KGB turned the city and the surrounding region of Saxony into hotbeds of Nazi activity in Germany to this day. The most striking example is a Nazi leader in Germany who had previously been an informant for the East German secret service (Stasi) and had ties to the KGB, including Putin. Rainer Sonntag was originally recruited as an informant by Georg Johannes Schneider, who worked directly with Putin in Dresden in the late 1980s. According to researcher Regine Igel, Sonntag joined forces with prominent neo-Nazi Michael Kühnen and rose in the far-right movement after being bought out to West Germany in 1986.

Putin later tried to describe his time in Dresden as sitting around and doing nothing but drinking beer with the Germans and watching them gain weight. This should of course be a warning to you, because he was actually a very busy, athletic, cruel and dishonest officer stationed in Dresden to carry out targeted extremist operations in Berlin.

When he became president, he liked to pretend he hadn't done anything at all, and the very fact that he was there was a sign that his career had reached a dead end. He talked about how there was nothing to do and he was just drinking so much beer that he was gaining weight. In fact, there are no photos of Putin gaining any weight at all. I think people have underestimated Dresden and its importance. Putin worked closely with Matthias Warnig, who we now know as the chairman of Nord Stream 1 and 2. At the time, Warnig was a high-ranking Stasi officer. According to a defector who worked with Putin in the Stasi, Warnig headed a KGB cell for Putin. Putin was the main liaison between the KGB and the Stasi, and another defector has also learned that Putin was involved in active measures against the West at the time. For example, he tried to get a professor to reveal the secret of an undetectable poison by planting compromising pornographic material on him. We do not know whether this operation was ever carried out. Putin is also said to have been the mastermind of a notorious neo-Nazi who later fueled the rise of the extreme right in the East. […] Putin being in Dresden did not mean that his career was at a dead end. It meant that he was actually involved in many more secret operations that took place far from the eyes of the West, and the West was only focused on Berlin.

Elon Musk, who is heavily focused on Berlin, is notorious for boasting about his good relations with Putin, such as when he can and does call the dictator to discuss strategies for Ukraine. Musk has also recently been implicated in Russian propaganda campaigns against America.

On a related note, German reporters have picked up on Putin's use of Tucker Carlson to spread the grotesquely false disinformation narrative that Hitler was just as right in invading Poland as Putin was in invading Ukraine.

And Elon Musk has just similarly used Tucker Carlson to spread the grotesquely false disinformation narrative that Hitler was the good guy in World War II and the Holocaust.

And that's why a massive old military base outside Berlin packed with Tesla robots has little to nothing to do with typical business analysis, confusing street investors who overlook the geopolitical security implications.