Recent content by loquitur

Has this changed? I always thought that the default vote for shares held in "street name" were for whatever management wants.

Another, more recent article about axial-flux vs radial-flux motors: An Innovative EV Motor Used by Lamborghini, McLaren, and Ferrari Is Being Mass-Produced by Mercedes — WIRED Also, haven't heard much lately on the rare-earth-free variants -- does Redwood Materials do rare-earth recycling...

In Italy, it's the Autogrill (over 400 of them) for gourmet paninis, espresso, as well as a pit stop for tour buses. https://www.washingtonpost.com/travel/tips/food-italian-gas-stations/ I remember the "Pocket Coffee" liquid coffee-infused chocolates, hard to find in the US, but further lining...

To address the first sentence, whatever was going on within Apple on December 1, 2022 is now moot, with Siri, Safari, and Spotlight to get Apple LLM upgrades in as soon as a few weeks at their developers conference. This has been an "open secret" to Apple watchers for quite sometime...

Although NEVI isn't mentioned by name, there's more here (behind paywall unfortunately), where Tesla is winning most of the bids. https://www.wsj.com/business/autos/tesla-leads-race-to-draw-federal-money-for-charging-networks-85a058dd?reflink=desktopwebshare_permalink Thanks for the tip about...

Hearty agreement with your "cannot be done 'china-fast' outside of China" comment. There are some places (e.g. San Francisco) with onerous bureaucracy for electrical permitting, together with utility (in our case PG&E) foot-dragging, so new Supercharger installations can take years. In one case...

If you want more stocks in the 5 year category, though AMD is Avis to NVDA being Hertz, it's up +465% in five years. Also, for general "consumer discretionary", fold in AAPL for +234% during that timespan.

OK then, robotaxis for the relatively poor make sense if economics dictate. Meanwhile, China has reached "peak gasoline" due to shift to EVs, and their BEV buses help greatly for even less cost per passenger. India is a natural market for BEV transition, particularly for mopeds which I saw...

About robotaxis, I've wanted to comment on this opportunity for Tesla, though I'm not particularly qualified to opine on this compared to others here who have really thought about it all more, from 'nativewolf' to 'discoducky'. I will express my personal biases below, but first... ... I see a...

Sadly, the California state rebate program (CVRP) ended last year. There are various local rebates of a thousand or two -- the best incentives are via the "Clean Cars 4 All" program for various parts of the state in disadvantaged and low-income communities, i.e...

Here is some encouraging news about C02 reduction in an area covering several million residents, strictly due to EV adoption in the San Francisco Bay Area. It is borne out by observational studies by UC Berkeley. See: https://apple.news/A7KJUGb_eSuOJxc6_aMu8Sg and...

Meanwhile, at California's Disneyland in Anaheim, where we're woke as hell and we're not gonna take it anymore, some great EV news from Tomorrowland: https://apple.news/ABRDRPlPJR36TcqcVRsRSVg

Although I use eX-Twitter to track Tesla developments, I don't follow Elon Musk there largely because his output is so voluminous and anything important will be reported elsewhere. Of late, the best info comes from Tesla executives. Further, many eX-Twitter followers are disconcerted by the...

Off topic pointer, about the subject of Pi Day, today as well marking the founding of SpaceX. I was going to post my somewhat geeky missive about the conjunction of Tesla/Musk's "March of Nines" for FSD, physicist Richard Feynman, and the number pi, illustrated by use of a single line of Unix...

Hello from a denizen from other TMC forums, such as the TSLA Investors Discussion thread, and occasionally subthreads of "AI, Autopilot, & Autonomous/FSD". I was quite impressed by the launch today, and now see noted that Pi Day marks the founding of SpaceX. This is clearly the place which has...