These "Nevada Lithium Claims" by Musk were made during the presentation. The follow up question around lithium supply shortage by one of the Tesla Driver/Owner crowd that was present was intentionally not answered by Musk and Co.
Then the retail questions popped up on the screen and the question was asked again, but worded differently and Musk just wanted to "scroll down, scroll down" with urgency...
Some are as blind to this as everything else we have seen in this industry in the last few years. Musk's interests are in lithium being cheap. Simple as that. Its easy to associate that with good supply keeping prices down, but even more compelling for Musk is locking in cheap supply (or owning all or part of the mines themselves) while other automakers bobble around in dopey land, leaving him with cheap Lithium and them paying top dollar.
