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Lucid plans to use the parts and supply infrastructure that has built up in northern Mexico the past couple decades. Peter Hochholdinger started...
Tesla only accrues expenses for tranches deemed achieved or probable. So far there are 7 such tranches which correspond to market caps from 100b...
Great comment overall, but I had to laugh at this part remembering the garbage companies that "passed muster" and did traditional IPOs at the tail...
Last year Tesla averaged a little over 2k Model S sales every six weeks. 7500 would be more like 4-5 months worth of S sales. But reservations...
Around 4:30 you can see the Dynegy packs on the other side of the building. Their 300 MWs went online late last year, with another 100 MW slated...
"True to their L4 designation, however, human drivers would still be required under the law, ..." That's not Level 4, lol. L4 does not require a...
Some confusion here about SPACs. - The $15 PIPE was negotiated a while back, speculators bidding CCIV up had no bearing on it - CCIV brought...
Mostly #1, I'd guess. S/X cells weigh ~400 kg, so 5% better density buys you 20 kg. Maybe cut cell count from 8256 to 7872 while keeping kWh the...
Yeah, pre-symptomatic and asymptomatic spread is the problem. Could be ~20 false positives in this study which would mean about half of actual...
You say "infection rates" but you quote case numbers. They are not the same thing! Especially if you try to compare areas which had big early...
When people say energy density they usually mean specific energy (Wh/kg), but energy density is literally the amount of energy per unit volume or...
They couldn't exactly say "being honest about our most viable market would have prevented us from raising $1 billion", lol. It's all academic at...
BEV fans gush about the wonderful convenience of plugging in each night and waking up to a "full tank" of dirt-cheap electricity each morning,...
It's a sign of market sickness that QS and others only talk about EV batteries. Cell phones and tablets are the real market for the first few...
Regular Bolt also got a facelift and starts at 31,995. Both still only charge at 50 kW. I have no idea what they're thinking
It's neither, just another fabrication. 100m bbl/day * $50/bbl avg price = $5 billion per day total revenue. The vast majority of that revenue...
Great work! I haven't dug into it much, but I did come across this article about Adamas estimating 134.5 GWh total xEV battery usage in 2020. LG...
Which cells does the vaccine invade? And when do the invasions stop? Does it die out on its own or does your immune system have to kill it off?
[IMG] It really depends if this its meant to be a Robotaxi or a personally owned car. Robotaxis will look more like this: [ATTACH]
Or if not this year, then this year for sure (j/k, I know what you meant). Tesla CA registrations were down a little despite Model Y, mostly...
No second wave in India yet, not even a spike from their holiday season. Some odd studies, e.g. near-herd immunity Ab levels in some places and...
Page 5 of the Q4 Update Letter shows 3.25 billion from 2016-2020. Pre-2016 probably adds another half billion or so, the 10-Ks would have details.
Nope. Shorting more shares than exist does not require "naked shorting". Consider XYZ, a company with only one share which you own. You lend it...
There are too many different types of solid state (and semi-solid state) batteries to answer this. Bollore first sold their Bluecar in 2011 and it...
It's not anywhere near that simple. Even this long thread oversimplifies things, but does hit the high points. Just remember, you do not actually...
Tesla refused comment, but FCA said it was mostly for 2020. Their estimates of amount to be paid (for all deals, but believed to be almost all...
Absent some surprise US regulations 2 billion seems unlikely to me. FCA was the big bonanza, but it was front-loaded. I don't know why Dan Levy...
Vaccinating those at highest risk of death won't prevent "waves" of infection, just the high number of deaths (and hopefully hospitalizations)...
Solar always had good gross margins (~30%), but storage gross margin is generally negative. Mostly due to utility-scale, where competition is...
Elon's packages are options. The most recent giant package has a 350.02 strike price. I've read they give other employees a choice, not sure I...
I guesstimate Model S sales were above 20k: 14.3k North America - 40% of Troy's 35.8k S/X estimate 5.3k Europe - TMC Registration Page 0.3k China...
Tesla makes it almost impossible to even make an informed guess. I can't even figure out if they count per car subsidies paid directly from the...
New Trevor thread with a speculative theory that the mutants are co-evolving inside of patients with chronic infections. I only half-grasp what...
No, they don't disclose that. They measure gross margin differently than Tesla, anyway, so it wouldn't be directly comparable. In other news, VW...
Chinese NEV credit price is increasing, and Tesla generates plenty of those. US credit value may pick up with Dems in control. The EU bonanza is...
Sweden didn't hit Bevand's predicted 100 death/day average on December 11. But it was a pretty bold prediction and he wasn't that far off. As of...
ITP and MMR vaccine. How many of the 50-75m infections in the US became long haulers? I've seen 10% estimated, but that sounds high.
EU's 95g regulation is complex, but can be very roughly approximated as a couple percent EVs in 2019, 10% in 2020 and 15% in 2021. FCA pooled with...
I said has been stuck, not will always be stuck. Tesla clearly plans to grow US sales. That's why you can now order the Y-SR Elon said they...
There were two separate memos. You only looked at the first one. Here is the EMS Transport memo.
As the video mentions, Nio (plus others like FAW, SAIC, Dongfeng, CATL, BAIC, Chang'an, etc.) are defining swap standards. Swap has some...
Ireland is actually worse right now. 5m population so >1200 cases per million on January 4th. 25x increase in a few weeks, wow. [ATTACH]
I had forgotten the Norwegian price cut was in Q4. CleanTechnica says LR dropped from 484,900 to 449,900, or 7.2%. All but 3 Q4 deliveries were...
Agreed it's not a cut, just the first "real" price for these models. Prices are lower than US, though. Before 13% VAT (Chinese version of sales...
Tesla delivered more cars in Norway this December than the other 11 months combined. I have no good explanation. Norwegians did not wait 11 months...
China is the only country to suppress a large outbreak, which they did by brute force. Not an option here. They also restrict internal movement...
China sentences Zhan Zhang to 4 years for reporting on COVID in Wuhan Competence is hard. Most successful countries stop it at the border. That...
Troy's spreadsheets show a large drop in FSD take rate when they raised the price to $10k. Backtracking to $6-7k would probably generate more...
Here's why: [MEDIA] "If you show revenue people will ask how much and it will never be enough. The company that was a 100x-er or 1000x-er...
In mid-2018 Toshiba signed a deal for TNO anode materials and targeted 2020 commercial production. Here's a hopeful presentation from their...