Recent content by Kiwi_Guy

Actually Starlink (+ solar + battery) has a massive opportunity to economically provide backhaul to cell towers in thinly populated rural locations with difficult terrain where terrestrial backhaul is just way too expensive. I can see jurisdictions around the world eventually mandating carriers...

If you are asking what Cathie Wood is smoking, then you also need to ask what Tony Seba and ReThinkX were smoking for their May 2017 Transportation report Transportation Report — RethinkX, which comes to similar conclusions as Cathie about Robotaxis. Everyone asked what Tony Seba was smoking in...

Search for $TSLA on Twitter and a bunch of clips from this morning pop up

I just realised its easier for me to look smart by using the (totally true) phrase "I finally managed to convince my wife to agree to us acquiring a big chunk of $TSLA at an average buy price of $218 earlier this year - after dipping our toes in at $182 in May". Scientists at the gig are likely...

I haven't the foggiest idea what you are talking about here, but that's what I love about this place. It's highly unlikely to be BS, given the pedigree of the poster, but if it was BS then others with a similar pedigree will sort it out. I may borrow "my most recent project is an attempt to use...

2 TW, wow. Elon's "private" secret master plan is being revealed bit by bit. Rather than simply help to accelerate the transition to EVs and sustainable power (the OEM's have been hopeless and are almost all lost causes) he intends to be first to market with large-scale FSD and ultra-low-cost...

I don't believe we are thinking nearly as disruptively as Elon is thinking. Read the RethinkX report to get a sense of what it it would take to replace 95% of ICE miles with EVs in the USA by 2030. Get the Report — RethinkX A fleet of 26 million EV robo taxis will do it for the USA - according...

Thank you very much for making this point. Musk's goal has to be to have the greatest impact possible in transitioning the world away from ICE and fossil fuels. If he finds Tesla way out in front and alone in the TaaS market, then rather than charge monopoly prices he will want to go in low to...

I respectfully disagree. Some of us have made significant long-term purchases during the recent dip precisely because of the potential for Tesla to be first to market with TaaS at a huge scale. Short term stuff is both exciting and affirming, but somewhat incidental to the truly massive "big...

I recommend you read the RethinkX 2017 report. Its a wee bit out of date (LIDAR, Tesla etc) but their think tank has done a very deep dive into how and why this disruption will take place, and the wider impacts. I was being a bit facetious. Platforms can group their customers, for example a...

Ummmm.....there are 150 million average American families. How many 5 year old 2nd hand Leafs will there be out there? 1-2 million perhaps, Tesla and other TaaS will service the other 148 million, well 95% of them anyway :)

The combination of EV + million mile drive train + FSD + ride hailing/sharing + a large local fleet means convenient transport-as-a-service TaaS that's 10x cheaper and 10x safer than owning and driving your own car. The average American family will save $5600 per year in transport costs, and...

Read Get the Report — RethinkX and ponder what % of those 1 million car owners will choose to leave their car "rotting in the garage" rather than out there earning $30k per year - and returning all cleaned and shiny at the end of each day.

I've been doing a really deep dive into the RethinkX May 2017 Transportation report by James Arbib and Tony Seba and their think tank. I was triggered to do this after reading FrankSG's thesis My Tesla Investment Thesis: Why Tesla is the most exciting thing going on in the world today Get the...

At the end of this year the Tesla fleet will have 1.4 billion AP2 miles under its belt, and will be adding 3.7 million AP2 miles per day. At the end of 2020 they will have 3.25 Billion AP2 miles, and will be adding 6.24 million AP2 miles per day. At the end of 2021 these numbers are 4.5 billion...