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  1. TheTalkingMule

    Plasma Gasification of Trash

    I've been a bit obsessed with plasma gasification for about 10 years. Never heard anyone give a valid reason it can't work at scale, I think it's just too expensive and tough to execute consistently. These guys apparently already have a functioning plant in Israel and 10 ready to go across...
  2. TheTalkingMule

    Boring Acres: A 55+ Community

    So the Boring Co is clearly just a test run for building subterranean domiciles on Mars.....so why are they just for cars on Earth? I'd like to see TBC Developments dig three nice parallel tunnels from Manhattan to NJ. EV-only expressways on either side, and luxury condos in the middle tunnel.
  3. TheTalkingMule

    Investors Begging for GigaFest Invites

    Priority invites for GigaFest April 7th will be given to local Austinites. This thread is an open space for TMCers to beg for additional invites. I'm sure someone in corporate monitors this place and will PM the worthy for their contact info. Please provide your rationale for deserving an...
  4. TheTalkingMule

    Bollinger Pivots Away From Consumer

    https://www.forbes.com/wheels/news/bollinger-motors-shifts-from-consumer-to-commercial-electric-trucks/
  5. TheTalkingMule

    Rage Conversion

    A thread where rage filled individuals can meet with like-minded investors to brainstorm leverage in times of great shenanigans. TSLA down 30% from it's ATH for seemingly no reason? Half a dozen positive milestones on the horizon? Perhaps it's time to consider selling a few of those shares to...
  6. TheTalkingMule

    German Electricity Tariff (Octopus) [Octopus + Tesla collaboration]

    https://www.tesmanian.com/blogs/tesmanian-blog/tesla-introduces-nationwide-electricity-tariff-in-germany
  7. TheTalkingMule

    Cybertruck Skatboard

    Think Elon would sell me a Cybertruck without the stainless tub? I think you could sell a LOT of those for like $1k less than sticker. Wouldn't think of buying a full CT just to scrap all that massively energy intensive stainless steel. Would I do a FSD camper or a mega-Jeep? Unclear. I'm...
  8. TheTalkingMule

    GDT: Inclusion Buying Indicators

    I've always liked discussion forums that put major events in "gameday threads" to isolate them from the normal chatter. Having one massive "Battery Day 2019" or "3Q18 Earnings Call" thread would be a great way to keep things a little more on-topic and organized around here. In that spirit...
  9. TheTalkingMule

    Shorting the Also-Rans

    Watching Fisker and all the Chinese EV stocks ride the TSLA wave. If they continue to track with TSLA from here, a rational person has to assume the likes of: Fisker ($5B run up to maybe $8B. 100% doomed) Nikola ($10B maybe up to $15B. 95% doomed) Nio ($63B maybe up to $100B? Dramatically...
  10. TheTalkingMule

    Tesla Energy Question for 4Q20 Earnings

    A handful of questions from shareholders are allowed each earnings call. Lets formulate our thoughts on service shortcoming on the Energy side into a question for 4Q. communication staffing/training inflexible initial product offerings We can craft something then upvote the hell out of it on...
  11. TheTalkingMule

    Mars Timeline: Starlink/Boring/TSLA

    So we're trudging along the path to Master Plan implementation focusing primarily on automobile manufacturing, occasionally FSD implications, occasionally future Energy implications. I think we're forgetting the REAL master plan in Elon's mind is to colonize Mars. Now that Falcon Heavy has 3...
  12. TheTalkingMule

    Shorting Dealerships

    I'm sure it's been talked about in various threads, but these car dealership monsters seem ripe to fail fast IMO. Lithia Motors (LAD) AutoNation (AN) These guys are making money, and will probably look good for at least another year or two, but for how long? The bottom will fall out real...
  13. TheTalkingMule

    Tesla Buying SRECs Up-Front

    I'd be interested in hearing people's stories of purchasing through Tesla and monetizing the SRECs up front. Seeing that's now being done fairly regularly? Personally I think it's a great service and am excited to see installers have the ability to monetize the tax credit as well. Hearing...
  14. TheTalkingMule

    Solar Panels Clipping Lower When Hot?

    So it's hotter than Vulcan's dick out here in Philadelphia today. My array clips pretty heavily on a normal sunny day, but usually right at the inverter rating(as expected). Today and other hot days, it seems to clip to an even lower level, like 4.65kW instead of the normal 4.97kW. What's up...
  15. TheTalkingMule

    TMC Cruise Lines - SS Elon

    I think I found a good place for TMC millionaires to put their money. A cruise ship! Brand new ships from legacy cruise companies are going to be sold off for pennies on the dollar once they go bankrupt. Lets buy one, retro-fit with 10 megapacks and a nuclear sub electric drivetrain, then...
  16. TheTalkingMule

    Ground Up Wrangler TJ EV

    I'm looking to have a 2WD Wrangler TJ built from a raw frame and tub with the rear drive and batteries of a wrecked Model S. A few questions before I even try.... 1) Recovered 5.2kWh modules seem readily available. I'm seeing them described as having individual liquid cooling at the module...
  17. TheTalkingMule

    Typical Tesla Employee Stock Compensation

    Sorry for posting this in an inappropriate forum, but this is where we post everything. Was thinking about how(entirely appropriately) cold Elon is when it comes to layoffs/hourly workers/etc. Of course the media doesn't pay much attention to the upside of stock options employees get at Tesla...
  18. TheTalkingMule

    Profit Watch 1Q20

    I do believe we are set to realize hundreds of millions in EU penalty-avoidance revenue, this could keep TSLA profitable in 1Q20. But I have to think it's unlikely now we've decided to shut the whole country down for the last 2.5 weeks of the quarter. Can we release some products or pull some...
  19. TheTalkingMule

    GM Shift To EV

    Apparently GM is now on par with(if not far beyond) Tesla. GM unveils a new electric vehicle platform and battery in bid to take on Tesla More talk.... GM Unveils Battery with Capacity Twice as Big as Tesla’s GM reveals 10 new production EVs all at once, with range up to 400 miles - Electrek...
  20. TheTalkingMule

    Tesla Energy Cost Advantage

    I've probably already started similar threads, but here's another one! The EnergySage Annual Installers Survey results have been published, and guess what's on their minds....customer acquisition costs. Moving aggressively to transparent online set pricing is a massive advantage for Tesla...
  21. TheTalkingMule

    Utilities Are Going To Zero

    Wanted to create a thread for tracking specifically US utilities as an investment. Here it is 2020 and we STILL hear "investors flock to utilities" as a safe haven during risk-off times. In 2011 German renewables installs really began to ramp, and all the utilities that relied on selling peak...
  22. TheTalkingMule

    Time To Sell The Automotive Unit

    If focus is truly on achieving the mission goals, then it's time to start thinking about selling automotive. A third party can expand "Tesla Motors" faster from here than Tesla on it's own. FSD, GF1, GF3, and GF4 should all be bundled up and sold to Toyota or more ideally Apple for about...
  23. TheTalkingMule

    Mobile Solar Farming

    Obviously there's a million and one interesting combinations for solar and farming, so please feel free to post and discuss any here. The thing that's been stuck in my head all day was this idea of solar only being installed or not installed on a farm. Why? Do we label a field "corn" and lock...
  24. TheTalkingMule

    Get Out Your Checkbook Elon - GF5

    The Philadelphia Energy Solutions refinery location is going up for auction this week. It's right on the river, has rail infrastructure, and millions of qualified potential employees. I bet you could get this on the cheap if you work the governor and mayor a bit.... This site is gigantic...
  25. TheTalkingMule

    Tesla Standard Panel Install Pricing

    It was a major turning point when Tesla moved to set, online pricing for standard solar panels earlier this year. Seemed like the price varied from state to state based on interesting factors, but strangely pricing was locked in at a certain price per Watt regardless of array size. Obviously...
  26. TheTalkingMule

    Why Lock Up Every Powerwall Cell?

    Powerwalls should definitely have 5 or 6 dozen "removable" cells in a separate recessed section up front. How else am I going to power my Tesla flashlights, power drill and lawnmower? Obviously my Tesla lawnmower will utilize one or more of the convenient "12 pack adapters" that hold a dozen...
  27. TheTalkingMule

    Creative Energy Storage Displays

    I live in a Philadelphia neighborhood with lots of foot traffic on the weekends coming in from all around. I'd like to develop an artistically creative non-battery energy storage system for the front of my rowhome to highlight the value of things like Powerwalls and pumped hydro storage. I'm...
  28. TheTalkingMule

    Make America Great Again

    Jigar Shah tells it like it is....
  29. TheTalkingMule

    Can We Rename the Kilowatt-Hour?

    Even electrical engineers and energy journalists misuse kW and kWh, it's time to create a new unit of measure for the kilowatt-hour. A direct 1:1 conversion, simply a different name so people don't get so confused and can visualize units of energy within conversations on topics like net...
  30. TheTalkingMule

    Sunrun and Sales Cost

    Just as Tesla moves to online residential solar sales, Sunrun has announced their 1Q19 numbers. Lo and behold.....costs per kW installed are still absurd. $3.46/W in costs to Sunrun translates to a $89M quarterly loss. "Project value per Watt", which I guess could be referred to as a customer...
  31. TheTalkingMule

    Wait....Powerwall can be your meter?

    https://electrek.co/2019/04/30/tesla-powerwall-replace-meter-electric-utility/ This seems to imply these folks won't need a traditional meter?
  32. TheTalkingMule

    How much clipping for east/west solar?

    I just had my non-Tesla install flipped on yesterday and I think my inverter was sized wrong. 6600W of Buffalo Panasonic panels oriented nearly directly east/west and fairly flat. Obviously someone would need to know the angles and production potential of Philadelphia to get a precise answer...
  33. TheTalkingMule

    East/West Solar vs South-Facing

    The installer I love keeps insisting on east/west for my flat roof urban install. My rowhome is oriented directly east/west so I can easily set my rows up efficiently facing directly south. How could that possibly not be the most logical setup? I have net metering. I fully intend to get a...
  34. TheTalkingMule

    Head of Global Finace

    Is Radford Small still with the company? I think he'd make a delightful head of finance. Tesla just lost its head of global finance
  35. TheTalkingMule

    Is The Jumping Model 3 Real?

    Here's How Fast That Jumping Tesla Was Traveling If so......insane. EVs have a lot of uphill torque, careful people!
  36. TheTalkingMule

    Fiat Following Ford

    Fiat Chrysler looks to be heading down the same path as Ford. Fiat Chrysler replaces Sergio Marchionne at the helm amid health struggles  With Marchionne replaced by the Jeep/Ram guy, Fiat is clearly going the same direction as Ford. Focusing on Hummer size Wranglers and Ram trucks leaves...
  37. TheTalkingMule

    Hyperloop In Oil Pipelines

    Question....as they become obsolete for their intended purpose, could I lose 30 pounds and recline in a hyperloop style solo vessel to ride through an oil pipeline? Perhaps just for children and old ladies? Just brainstorming another use for these things.
  38. TheTalkingMule

    Mobile Powerpack Utility

    Is there not a great opportunity for Tesla to drop a medium sized Powerpack bank on rails into an area with massive solar curtailment? Seems foolish to have all those GWh go to waste when we have the ability to store and dispatch. Is there a business opportunity in Southern California to act...
  39. TheTalkingMule

    US Grid Storage Funding

    DoE really dropping the hammer today by committing .0923% of it's budget to the one thing that solves most of our problems. U.S. to Fund Batteries That Store Power for Days, Not Hours
  40. TheTalkingMule

    Tesla Battery Degradation <10% after 160k

    Tesla battery degradation at less than 10% after over 160,000 miles, according to latest data Sick
  41. TheTalkingMule

    Battery Pack Charge via Supercapacitor

    I'm sure this noob question has been posed....but why can't standard lithium ion battery packs be charged via swappable supercapacitor(s)? Say there were a handful of receptacles on the Model 3 that accepted supercapacitors and then somehow transferred their charge to the battery pack. Is that...
  42. TheTalkingMule

    Solar in Denver, CO

    Anyone have experience with local installers in Denver? That's a fairly mature solar market, so I have to think there are long established contractors offering $2.75/W or lower for high quality residential solar. Thoughts?
  43. TheTalkingMule

    Tesla to Sell Solar/Powerwalls at Home Depot

    Headline is a bit misleading since this represents a significantly cheaper angle for sales relative to the past. This is a real nice step. Why bother paying a 3rd party $500 just a lukewarm Home Depot lead? They're better off just putting the info out there and letting the referral platform...
  44. TheTalkingMule

    We Need A 500% Oil Tariff

    The Saudis keep pumping oil at $8/barrel and have an unfair advantage over US frackers whose costs are more like $50. I propose a 500% tariff on foreign oil to level the playing field and make America great again.
  45. TheTalkingMule

    Car-to-Car Charging

    I'm sure this has been discussed, but....does it not make sense to have the ability to charge off another car? Pretty much anyone would be willing to charge a stranded EV for 6 minutes. So much for range anxiety. Has Elon addressed this in the past.
  46. TheTalkingMule

    World Bank to Cease Oil/Gas Investment After 2019

    This is going to crash the entire global economy. Run for your lives. World Bank Group Announcements at One Planet Summit
  47. TheTalkingMule

    What Does AP Mean For The Blind?

    This idea that there are thousands of Teslas driving around continuously mapping every nook and cranny of our cities got me thinking about what can be done with that dataset. We'll very quickly have a reliable VR map of Philadelphia, is there not a way to integrate that into the everyday world...
  48. TheTalkingMule

    Hawaii About To Take Off

    State PUC announced 15 cent overnight grid payback for solar/battery owners. Payback periods in HI just dropped quite a bit. PUC expands opportunities for customers to install solar, battery energy storage systems
  49. TheTalkingMule

    Send Tesla!

    I posted in the Energy Forum about Hurricane Irma's devastation in the USVI and the opportunity to rebuild a more sustainable grid. Houses were completely destroyed all across St John and the whole island will be without a power for months. One homeowner in Francis Bay has a solution.
  50. TheTalkingMule

    XOM $400B to Zero

    So if we're fairly sure XOM will crater and die just before or after oil demand peaks, and we know oil demand is going to peak between 2021 and 2026, how does one go about shorting this trip to zero most effectively(and relatively simply)?