enslavedrobot

7 ms·

61.
by enslavedrobot 1y ago
The electrochemical interface where lithium intercolates into the anode and cathode of the battery experiences microscopic electric field variations that, depending on the local surface geometry, lead to side reactions and battery degradati
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by enslavedrobot 1y ago
In car it requires liquid cooling and from conversations I've had with former Tesla engineers, exquisite control over power quality. Just ask a Nissan Leaf or Chevy Bolt owner.
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by enslavedrobot 1y ago
And the fact that they literally stopped making their best selling car for "several weeks" switched over all their production lines to produce the refreshed Model Y and ramped production back up. In the automotive industry this is
64.
by enslavedrobot 1y ago
Well lots of institutions hold hundreds of billions worth of the stock. It's easy to forget that the easiest person to fool is yourself. There were equally compelling reasons for me to think that Google, Amazon, and Apple were wildly o
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by enslavedrobot 2y ago
Amazon had a P/E ratio of 3000 right before AWS started making major bank.
66.
by enslavedrobot 2y ago
Tesla has the capacity to produce 2.5 to 3 million cars a year. They are constantly building new capacity. The fact that they aren't production constrained isn't indicative of a decline is demand since the company only sold 1.7M c
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by enslavedrobot 2y ago
My Dad still uses WordPerfect on his windows XP machine. He recently called me up because he wants to convert one of his "books" into a resizable EPUB. I feel like this legacy format might be the death of me. The USB is in the mai
68.
by enslavedrobot 2y ago
I use FSD everyday. It's spectacular and improving dramatically over time.
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by enslavedrobot 2y ago
The vertically integrated Tesla strategy is to use batteries to arbitrage the value of stored energy. This is well described in the Tesla "Master Plan" documents. Solar is a huge part of this. According to the company filings the
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by enslavedrobot 2y ago
The value of Twitter was set when the bonds used to finance the purchase were sold recently for 97cents on the dollar.
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by enslavedrobot 2y ago
Unless it works. If it works Self driving cars will save thousands of lives. Camera only self driving is 1/10th the cost of Lidar based solutions. If you ban it you are literally killing and maiming people.
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by enslavedrobot 2y ago
The perpetrators know full well that most Tesla owners are Democrats. They are using violence to try and hurt Tesla's business and make people afraid to buy their cars.
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by enslavedrobot 2y ago
Calling the parent myopic while saying "Also, humanity is hardly an economy of capitalism any more. More similar to oligarchical capital feudalism." Is deserving of snark. In the context of 5 centuries of capitalism we live in an
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by enslavedrobot 2y ago
You're right, it's just a coincidence that the advent of capitalism and an unimaginable increase in global wealth happened at the same time. Thousands of texts written by historians and economists who dedicate their lives to under
75.
by enslavedrobot 2y ago
It's a description of Tesla's future business direction and a metric against which you can value the company. That's how you make meaningful models and value a business. P/E is meaningful only in context. Buying stocks b
76.
by enslavedrobot 2y ago
Having owned a ton of Tesla stock since 2018. I can tell you that your P/E analysis is very shallow. Anyone looking to determine the value of the company should at the very least read and understand the Tesla Master Plan 3 document. Th
77.
by enslavedrobot 2y ago
Musk owns 15% of Tesla. He is not Teslas owner. Most of Tesla is owned by retail shareholders and index funds.
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by enslavedrobot 2y ago
The problem is the regulatory environment, not the technology. Battery costs are dropping below 50$/kWh in China and will drop to 30$/kWh in a few years. Distributed solar and storage is already economic the issue is the utilities
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by enslavedrobot 2y ago
I'd be interested to know what inference hardware they are using. Some of their cars are so cheap the inference hardware would cost a good percentage of the cost of the car....
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by enslavedrobot 2y ago
I think your metrics might be off if you chart /realtesla as having an even bull/bear sentiment. In my experience as a 8 year investor in Tesla none of those sites have any meaningful discourse. The closest to useful is teslamotor
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by enslavedrobot 2y ago
The distinction is that larger installations cannot form a single network. Before xAI's new network architecture, only around 30k GPUs could train a model simultaneously. It's not clear how many can train together with xAI's
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by enslavedrobot 2y ago
I own FSD. FSD will travel at the speed of traffic. The % above the speed limit you set doesn't change how it drives for the most part. The only way FSD will go wildly faster than traffic is if you push the accelerator on purpose, at w
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by enslavedrobot 2y ago
FSD doesn't speed.
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by enslavedrobot 2y ago
Income is profit. Uber made $2.6 billion. What you are talking about is revenue.Uber generated $11.2 billion in revenue. Their profit margin was 23%. Up from 2.3% a year ago. Business terminology is precise. Any founder that makes this mist
85.
by enslavedrobot 2y ago
Actual materials chemist here. A PhD in physics is not that relevant to understanding the real electrochemical nuts and bolts if a battery. Just look up what a solid electrolyte interface (SEI) layer is to see how bush league current batter
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by enslavedrobot 2y ago
From the website:"the number of cars involved in a fatal crash were normalized by the total number of vehicle miles driven" They assume every car drives the average number of miles. Of course a CR-V is going to score high, since t
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by enslavedrobot 2y ago
That doesn't explain this tractor pull result where the tri-motor cybertruck outperforms both those EVs and an F350. https://youtu.be/Pj2jMhwKuv4?si=rJ8B1NnzBvR6usqa
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by enslavedrobot 2y ago
I have a HW3 2019 Tesla Model 3 with FSD it's amazing. I think you can pick one up used for 25k or so. If you buy used from Tesla it sometimes comes with FSD for a super reduced rate (at least they used to). Check it out. The worry is
89.
by enslavedrobot 2y ago
US oil production under the current administration is at 13.5M barrels per day. The highest ever. The US is shitting the bed on the energy transition. Meanwhile global solar cell production is slated to hit 2TW/year by the end of 2025
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by enslavedrobot 2y ago
Hmmmm average car uses 489 gallons a year. Large private jet uses 500 gallons an hour. There are 9125 hours in a year. So if Elon lives in a jet that flys 24/7 you're only very wrong. Since that's obviously not the case you&#

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