Tesla

[xraygoggles]

It’s tough to legislate things like this. I think this is probably shortsighted for a state without the infrastructure for every vehicle to be electric. This may be another gentle shove for those already looking for an exit.

But it's not like everyone is going to switch to EVs overnight. There's 13 years left to improve the grid, and/or improve the storage and efficiency of solar/battery infrastructure. I think that's plenty of time for innovate.

Also, EVs are not the culprit of grid strain - they make up 0.4% of demand during peak hours, and will be 4% by 2035 (https://news.yahoo.com/how-californi...211257332.html)

We should also consider nuclear power plants, but nobody wants that in their cities, and states are afraid to go that route, so I guess it will have to be wind/solar/hydroelectric. Until we figure out nuclear fusion that is.

[CordMcNally]

But it's not like everyone is going to switch to EVs overnight. There's 13 years left to improve the grid, and/or improve the storage and efficiency of solar/battery infrastructure. I think that's plenty of time for innovate.

Also, EVs are not the culprit of grid strain - they make up 0.4% of demand during peak hours, and will be 4% by 2035 (https://news.yahoo.com/how-californi...211257332.html)

We should also consider nuclear power plants, but nobody wants that in their cities, and states are afraid to go that route, so I guess it will have to be wind/solar/hydroelectric. Until we figure out nuclear fusion that is.

I see now that it’s sale of new ICE vehicles. Regardless, pretty shortsighted.

[Tim]

But it's not like everyone is going to switch to EVs overnight. There's 13 years left to improve the grid, and/or improve the storage and efficiency of solar/battery infrastructure. I think that's plenty of time for innovate.

Also, EVs are not the culprit of grid strain - they make up 0.4% of demand during peak hours, and will be 4% by 2035 (https://news.yahoo.com/how-californi...211257332.html)

We should also consider nuclear power plants, but nobody wants that in their cities, and states are afraid to go that route, so I guess it will have to be wind/solar/hydroelectric. Until we figure out nuclear fusion that is.

You do know this story has been told before don't you? 20 years ago, 40 years ago, 60 years ago. Electric transportation has been around a long long time.
The technology for electric powered vehicles has been around for a long, long time. The technology for wind power as well. And solar power too. Batteries too.

Not saying advancements in technology don't occur. There is no track record that indicate the pace will exponentially accelerate.

In 1951 his Marketeer Company began production of an electric golf cart in Redlands, California. E-Z-Go began producing golf cars in 1954, Cushman in 1955, Club Car in 1958, Taylor-Dunn in 1961, Harley-Davidson in 1963, Melex in 1971, Yamaha Golf Car in 1979 and CT&T in 2002.

My only thought is that "planning for the worst and hoping for the best" is wise.
"I think that's plenty of time for innovate." I hope you are right.

[Panscan]

New York follows California's lead in banning the sale of new ICE cars by 2035 - now that 2 of the largest economies in the US have gotten the ball rolling, EVs will continue their exponential growth in adoption no doubt.

https://gizmodo.com/new-york-ban-gas...ars-1849597617

Policies can be changed.

kinda hilarious musk talking about cyber truck which has been delayed years being waterproof. They can’t even make the trunks in their cars waterproof. People take their model X to the car wash and end up with water all throughout the back.

[Nysoz]

They’re supposedly installing the production capabilities for the cyber truck now. Supposedly start production next year.

They’re creating a whole new way to build a vehicle for better or for worse. Time will tell if it actually happens or not.

Evs and tech getting better over time. Also much cheaper.

https://www.energy.gov/eere/vehicles/articles/fotw-1234-april-18-2022-volumetric-energy-density-lithium-ion-batteries

https://ourworldindata.org/battery-price-decline

[Tim]

Then why are prices being raised?
opps. Carryon.

[StarTrekDoc]

Business. Can't build fast enough? Raise prices. I would.

Grid. Evs and eventual v2g allowance will actually modernize the grid that way ahead of any other modality. Ev not going plug in during peak times. Economics will drive proper charging behavior to optimize and smooth grid loads throughout and stabilize in urban areas on transmission lines

[Panscan]

They’re supposedly installing the production capabilities for the cyber truck now. Supposedly start production next year.

They’re creating a whole new way to build a vehicle for better or for worse. Time will tell if it actually happens or not.

Evs and tech getting better over time. Also much cheaper.

https://www.energy.gov/eere/vehicles/articles/fotw-1234-april-18-2022-volumetric-energy-density-lithium-ion-batteries

https://ourworldindata.org/battery-price-decline

Ya and FSD will actually work in a year…. For the 6th year in a row.

[CordMcNally]

Business. Can't build fast enough? Raise prices. I would.

I think you need to build at least something before you say you can’t build fast enough.

[Tim]

I think you need to build at least something before you say you can’t build fast enough.

Like is anyone investing in all these wind farms and solar farms? Out of all the desires for alternative investments, direct investment would seem to have replaced real estate. Come on, buy at least one or two wind turbines. I expect infomercials on wind turbine and solar farms. PE can’t wait. Suburbs are going to pull the load.
Git R Done.

[Nysoz]

Ya and FSD will actually work in a year…. For the 6th year in a row.

FSD beta does work pretty well. Other human drivers are the problem 😜.

The next hot controversy is the Tesla bot. They had their AI day 2022 and showed their working prototype walking untethered on stage. Negative nancies appeared to have expected parkour robots after 6 months I guess. What impressed me was it using the vector space they have from FSD and using that to move around the office and pick up a watering can/box.

After the bot, they do talk about their progress and hurdles of FSD. It shows how much they’re able to do with just cameras and neural nets but also why it’s hard to create generalized AI driving. Pretty dense material and was hard to follow for sure.

[Panscan]

https://twitter.com/jcoviedo6/status/1576023808976515072?s=46&t=-7DguF_NpYJyt3FT2Mqpog

[Tim]

https://twitter.com/FinanceLancelot/status/1576024312435609601?cxt=HHwWgsDUweLwlN8rAAAA

Elon is trying to create open source AI with his monthly AI meetings. He is stuck in the mode of original creation. THAT is slowing the process. People want to get paid. He would be much farther if he rolled out the checkbook and bought licenses and targeted some M&A.
This is a repeat of development of PC’s and phones for the internet. Cisco and PC makers made deals for thousands of licenses and hundreds of acquisitions.

[Nysoz]

https://www.youtube.com/watch?v=suv8ex8xlZA is AI day compressed into 23 minutes if you actually want to see what they're working on and don't want to watch the whole 3 hour presentation.

Tesla works differently than other companies. They strive to make things much more efficiently and more cost effective. Why buy a company if they have to rework everything anyways? BD has an impressive product but that was 10+ years in the making. Tesla made their robot in 6 months. BD costs $100k and the Tesla bot is aiming for $20k. BD robot can move for 60 minutes where the Tesla bot can work for an entire day.

They do make acquisitions where it makes sense to get their technology.

[Panscan]

They aren’t even comparable. The Boston dynamics one is actually ready to do stuff, vs this fraud thing , just like other Tesla products.

this “robot “ operating for a day is like the nikola semi coasting down a hill.