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I can't really see the fascination with AI. Sustainable is about energy & evs . First order wise the mission is really about capturing those pesky electrons and getting them to hold still until we use them because that lets us finally move to fusion power, that big one...above your head. The...

I believe there is good data showing that Japanese youth are abandoning car ownership. This however is in a nation of terrible highway infrastructure and great mass transport so I don't know if it is indicative of a trend + or - for TaaS. Certainly the mass transport is more sustainable and...

Why? The very fact that you want to put off an examination of the profitability of something makes me ...want to question that in great detail.

Yes I could see that happening ...I also think that's hard slow work but possible.

Awesome, my forests keep me sane. Or rather my clients. Enjoy. Go take a nap. BE CAREFUL. Electric chainsaws are running really high RPM and most chaps are not adequate. So very careful. Once you pick up any chainsaw it is the most dangerous job in America. Don't want to scare you but...

Long dist charges had nothing to do with cell phones, it had to do with monopoly busting, careful careful. Yes, TaaS is ...going to evolve.

You spent a 50 years getting to phones, that's what Tony misses. In most countries phone ownership was still frightfully low. Internet connections non existent. So they moved to cell phones in 1990. Every wealthy Thai had a cell phone in 1990. 17 years later we had smart phones and it was...

Yes to keep from using parking or when drinking. But trips to countryside, no. Shopping in NJ? No, visiting friends in CT, no, vacation in Maine, no. NYC is a special case. They have always owned cars and used taxis and public transport to move around in the city. That has not changed...

I would think it a requirement. You have to do paperwork locally, have an understanding of local rules and regs. It's not likely you get that remotely.

Well...don't read into it too much or a lot as you wish. He fired 10% of staff and his ad team. Everyone thought ad team sucked. No biggee. He knows he has SC issues. He takes it to China and lays off after announcing big deal in China. It washed. If he had done that before...could have...

See obviously European. Way too level headed.

Mass rideshare has not impacted car ownership at all according to all published studies. NYC car ownership was always high and has increased. For people in suburbs with no parking prices and free and readily available parking everywhere the pressure to move to TaaS is just not there. Folks...

It's a cat! Wait a few mins it will be napping in the greenhouse. @Krugerrand hey...that reminds me did the greenhouse get built? Hope you are enjoying the mntn.

so of course I mispell Geely as Greely. 😀 No I am not dyslexic ...just no good with names...unless you are a tree In which case I likely know many names and your family tree. Thanks @unk45

Sharing is the only way to get to sustainability but then you are sharing a vehicle with a stranger. Not great and post covid...not really welcome I think.

Yes Tony is grossly optimistic. But I will defend him a bit. He's a futurist. His job is to make predictions on the future. It is by definition going to be ...imprecise. He can be off by decades and still be happy. As @Knightshade says being off by decades might mater to an investor. I...

Uber is expensive. The use case to date, globally, is to use it on travel and when moving around in a city where parking is restricted and to use it when you might be driving and drinking & just want to have fun so a group takes an uber. Thats when Uber rates shoot up and that's the profit in...

Agree with all of that, I don't see RT solving sustainability. Apparently this comment shocks people. I would suggest to them that they do any basic search on the impact of Uber and Lyft on transportation networks. it's not positive. I agree EM will do it anyway.

Not until my tomatoes are ripe damnit!

DONT even think of drinking my wine!

You know it may be that a RT orientation conflicts with a distributed network SC model that supports long distance travel. I don't expect that our current SC sites have great value for a urban centric RT fleet. Not sure.... more musings. What is Waymo doing ???? Now that would be...

No doubt something is up, firing while he was out of the country only amplifies my belief that this was actually important. The SC network supposedly created profit. However new SC are not located as advantageously according to many here. Perhaps they don't align with locations needed for...

Dozens if not hundreds of studies. Here is one. I didn't need any studies to come up with the idea, Tony's ideas were intriguing and I actually studied them. I didn't think what I saw supported his assertions. In fact every study since has found the same thing. TaaS is not good for...

That is because he left the country and fired them while away so he could avoid answering the question. This in and of itself...raises questions.

Yes and spacex still has 1 q of profit. 1. Since inceptions. They wouldn't have any without huge govt subsidies via silly $ that nasa spends. I love space exploration but Spacex is a business case in how to minimize constant and ongoing forever losses, not how to make profit. Uber is a...

But it is clearly not 100% not even close. The effort to maintain FSD will be significant.

Because it isn't private, bond holders numbers are widely reported and discussed. Twitter is hiring like crazy, also widely reported. Advertisers stopped ads on Twitter. No secret. If you don't have your head in the sand these things are all easy to see. What I don't know: how long EM has...

delta v for dummies, I could understand it, thanks for posting

This thread needs more people being cautionary/bearish. Investing isn't gambling and the more information the better. It's up to readers to decide if it alters an investment hypothesis. The craziest people IMO are some of the bulls, I mean really nutty like blame the media and calling a...

Maybe, EM has done things like this before. Firing all the twitter content moderation team is the best example. So then advertisers ads started showing up in very offensive content so buyers pulled ad campaigns, revenues sunk but nothing changed so they stopped using twitter altogether. To...

Yes, massive profits according to some. Others thought just a nice to have. Nobody thought it stupid. Something is up.

Its nice if financing is arranged, IP settled, factories there, and hey employee headcount- the more the merrier.

And that's why they removed ordering info from website. You don't order that system on a webpage. Its a competitive bid in a formal RFP.

Sure they can export it and make a profit. Can't sell it in China and make a profit. In the meantime they've made BYD a better company and Greely too. Now Greely is taking the very best 4680 form battery cells and packaging them into a vehicle built by gigapress's and selling those to Waymo...

It strikes me that CCP is using Tesla to force excellence on the national entities and thereby making a more competitive product. In time Tesla will have the same issues with FSD in china as they have manufacturing in China. No profits. In the short term though this will provide a stock...

It is clear that EM has been focused on RT and self driving since he first heard the term. Will TaaS actually enhance sustainability? I've seen nothing to really indicate that it will. Just lots of hand waving. The forum went back and forth on this a week ago so lets not repeat that exercise...

And the business in Asia is particularly risky margin wise. I think you'll see energy margins go even further south than auto, ie negative. People will be buying market share and Tesla will be competing with sellers that produce the battery cells Tesla needs. Wrapping cells into packs...

yes but the costs for solar+storage show a falling trend line so I think that's quite positive as a source of robust demand because storage ASP is declining and will soon plummet (I think). Currently the people wanting storage on the utility side are looking at needs other than simple LCOE, its...

I don't know what people mean by that "option on future growth". IMO that's long been priced into things. It's why GM and Ford have outperformed Tesla over 3 years. Tesla is priced as a growth company but is not growing. It is a very very dangerous place for a stockholder and all hype around...

Indeed lots of people chasing the Nividia crown and also customers could not buy capacity. Literally..Nividia is sold out. That's when something being sold out is sold out. For now though it is Nividas time to shine. How they respond will be telling and an interesting business case.

I certainly accept that hindsight is an unfair judge. Lots of people were asking the question...where are the batteries coming from though. It was not as if anyone that seriously looked at the business didn't see critical gaps, gaps that had to be addressed. So instead of addressing the gaps...

Sure they promised. All the time. Even write contracts they cant keep.

I have the same issue with Tesla and the Megapack and I'm not alone. I guess they killed the order page because when you are putting out 100 megapacks there is so much information to collect and an order page is silly on an industrial scale process. I felt that early on batteries did not...

They are all part of the ecosystem, early in an adoption cycle it's the hardware that wins, software may or may not catchup and it's not a given. Right now clearly it's Nividia winning. Later that will shift if the hardware stops advancing or the software scales. Right now openai is valued...

Well lets look at the sustainability issue. It's all about batteries. We had this conversation a couple of years ago. It was all about batteries in 2006, 2007, 2008, 2009, 2010, 2011, 2012,2013,2014,2016,2017, 2018 ....and still is about batteries. Tesla did not invent small inexpensive Li...

Indeed, pouring cash into bright shiny objects 6 years ago starved both the 4680 development and the development of TE worldwide. There were virtually no players but Tesla did the worst thing possible. Created a market and business model and then did not invest. It is a mind boggling bad. It...

-- Why not add Nvidia? 1,817%

The energy market is not all created equal and that's something that @Musskiah and others looking at energy need to realize. The buyers that can pay crazy money for storage are the ones that can first displace combined gas and other JIT emergency producers that offer grid stabilization...

I agree, the opposite of a Turing test..so to speak.

yes margins will compress significantly when USA based battery capacity comes online next year through 2027. They'll get IRA for making the batteries, should be cost competitive with Asia but Asian supplies will keep things falling. Right now though, rosy. Even next year. 2026...I am not sure...