Since he used nearly the same language during the Model Y unveil, I wonder if the SEC will really have something to stand on. I suspect the initial twitter post happened just after putting together that part of the talk for the unveil.
I mean... it's a "holy sh*t" sort of thought: 7 years ago they made no cars, and this year they'll make nearly half a million (*). The obstacles against a company starting up from nothing to make cars (and EVs on top of that) are tremendous. It's sort of unbelievable that Tesla made it this long.
(*) annualized production rate
LEAF '13 SL+Prem (mfg 12/13, leased 4/14, bought 5/17, sold 11/18, 34K mi, AHr 58, SOH 87%)
Tesla S 75D (3/17, 45K mi)
Tesla X 100D (12/18, 23K mi)
ICE free since '18
100K+ 100% BEV miles since '14