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George Blankenship got really emotional telling the story of early Tesla And it shows why Tesla’s survival story is one of the wildest in startup history The Model S wasn’t just another car. It was Tesla’s first true everyday car And it was Tesla’s do-or-die moment Thousands of people trusted Elon Musk enough to hand over $5,000 deposits… No car in their driveway No guarantee Tesla would survive Just belief in a promise But behind the scenes, the reality was brutal In Q2 2012, Tesla delivered just 12 cars in the entire quarter Wall Street was circling like vultures The media was waiting for Tesla to die Short sellers were waiting for the collapse And the company was running straight into one of the most terrifying production hells in startup history Then Elon did something insane He publicly tweeted that Tesla would be profitable by Q1 2013 That wasn’t a prediction That was a survival command To make it happen, Elon set the number: 4,750 deliveries.... The mission became clear: Deliver thousands of Model S cars before the quarter ended The number that mattered inside the company became 4,750 The pressure inside Tesla became unreal George Blankenship had to email Elon every single night at exactly midnight with the raw survival numbers: How many deliveries still stood between Tesla and death By the final week, job titles disappeared IT guys were washing cars Marketing guys were moving cars People who had never worked in delivery were suddenly doing whatever it took Nobody was “above” the work Nobody was waiting for someone else. Everyone was fighting for the same thing: Keep Tesla alive Then came the final Saturday of the quarter. At 3 PM… Car 4,750 was delivered Tesla had done the impossible Blankenship stood on his desk, looked at his exhausted team, and told them: “What you just did is monumental… not just for Tesla, but for what we’re going to do for mankind.” That quarter, Tesla shocked the world with an $11M profit. The stock exploded from around $20 to $90 But the real story isn’t the stock It’s that Tesla crossed the line between impossible and inevitable They didn’t just build a company. They forged the foundation of the EV revolution

Ethereum’s missing component at this point is some form of native privacy. ETH’s utility value would literally jump over night. I feel like privacy is the type of feature that can give an asset true “moneyness” qualities. L1 privacy could also drive a surge in mainnet fees.