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  1. Cosmacelf

    SLS - On the Scent of Inevitable Capitulation

    There’s also a hard limit to the number of times that rocket can be tanked and detanked. They didn’t want to risk breaching that limit given that other problems may indeed come up later when they try to launch.
  2. Cosmacelf

    Elon Musk

    That's exactly my point. Childcare is indeed expensive, so why do it? Economics shapes people's action far more than they think. It certainly shapes aggregate behavior. Now maybe the answer will indeed be government incentives. We already have a bunch of programs in various countries like...
  3. Cosmacelf

    Elon Musk

    So this thread has had a lot of discussion recently about Elon's warnings about population collapse. I'm in the middle of reading my favorite geo-political/economic analyst's just released book, "The End of the World is Just The Beginning" , and I've just gotten to the point where he explains...
  4. Cosmacelf

    Elon Musk

  5. Cosmacelf

    Elon Musk

    The book hasn't been written yet on that industry, it is still in flux and still innovating. Whatever ideas Elon has publicly said about Twitter isn't the last word on what he will eventually do with the platform. Just as Tesla, SpaceX and Boring have all strategically evolved as companies, so...
  6. Cosmacelf

    SpaceX's Rising Tide - Discussion of non-SpaceX launch companies

    Right. I'm an idiot.
  7. Cosmacelf

    SpaceX's Rising Tide - Discussion of non-SpaceX launch companies

    Oh wow, I missed the detail that you invested in them. Is it similar to SpaceX in that you invested in a special purpose entity or were you able to snag part of a funding round?
  8. Cosmacelf

    Charity bet #3: first Starship in orbit (redux)

    Ah, but he was skeptical that the first Falcon Heavy would succeed too. Come on folks, no one is taking July???
  9. Cosmacelf

    SpaceX F9 - Starlink Group 4-21 - LC-39A

    Second life leader.
  10. Cosmacelf

    Elon Musk

    We were talking about TWITTER censoring people, not the INTERNET. Try to keep up. Twitter absolutely banned discussion about a whole host of topics including anti-Covid Vaccine, Hunter Biden's laptop and a bunch of other things. As far as your other partisan political statements, they are all...
  11. Cosmacelf

    SpaceX F9 - Globalstar FM15 - SLC-40

    Yep, and it caused some local consternation: What's this strange spiral of light in the night sky: aliens or SpaceX?
  12. Cosmacelf

    Tesla Semi

    Right, Tesla will probably migrate to the new standard whenever they think it has stopped changing.
  13. Cosmacelf

    Elon Musk

    Strawman. No one does this, certainly not me. I've consistently admonished Elon for his lack of understanding of what his AI architecture is capable of for FSD. I also think that he needs a new AI architecture for his Tesla bot. In the past, I called Tesla's buyout of SolarCity a bail out. I...
  14. Cosmacelf

    Elon Musk

    What a load of BS. Twitter before Elon was the sole arbiter of what people could and could not say on social media. Elon is trying to pry that open. Cleantechnica has it 100% backwards. It's the usual playbook of the left. Demonize anyone who isn't in 100% agreement with your worldview...
  15. Cosmacelf

    SpaceX F9 - Globalstar FM15 - SLC-40

    Can‘t wait to hear what Scott Manley will say about this launch. Seemed like a pretty light payload to need a drone ship recovery.
  16. Cosmacelf

    Wiki Falcon Super Heavy/Starship - General Development Discussion

    Whenever you see high bay pictures from a NASA funded project, it looks like a sci fi movie set. The SpaceX pictures look like a junkyard in comparison 😂
  17. Cosmacelf

    Elon Musk

    There’s a difference between the product that Twitter provides (a free speech platform under Musk) and how employees within Twitter must conduct themselves. As a user, you can use Twitter to promote an anti-capitalist March on Twitter headquarters. As an employee, you cannot do the same. And you...
  18. Cosmacelf

    Elon Musk

    No. and thank you for making my point, I guess? Then discuss Musk on Reddit or Twitter or elsewhere. TMC has rules (moderation) … just like corporations (employee handbook and boss’s expectations), and society at large (laws).
  19. Cosmacelf

    SpaceX F9 - SARah 1+Rideshare - SLC-4E

    Successful boost and landing.
  20. Cosmacelf

    Elon Musk

    If you can‘t understand “free speech absolutist” was referring to online discussion forums (aka Twitter) rather than everything else in the world, then there’s nothing else I can say. Taking it up one level, those that are criticizing Musk don’t understand how corporations work. And then when...
  21. Cosmacelf

    Elon Musk

    And if you’re predicting SpaceX isn’t going to do so well due to this action … yikes.
  22. Cosmacelf

    Elon Musk

    You can find it online. It contains a standard anti disparagement clause like almost every other corporation in America. I suggest your read your own employee handbook before making the same mistake these fired employees did.
  23. Cosmacelf

    Elon Musk

    Again, we already had this debate. He clarified that he meant free speech within the confines of the law. Within a company, it would be free speech within the confines of the employee handbook. Also, within a company you have even more constraints. If you‘re ranting about X, even after others...
  24. Cosmacelf

    Elon Musk

    Didn’t we already have this debate? Free speech always has limits. You can’t yell fire in a crowded theater, etc. Companies are not democracies. They have a mission, and bringing up DEI issues is usually a distraction to that mission. Also, the thing that activists don’t get is that not...
  25. Cosmacelf

    Elon Musk

    Well, it didn’t take long for the letter writers to get their wish. They now get to find an employer more suited to their worldview. Good luck with that, and hope it was worth it...
  26. Cosmacelf

    Elon Musk

    “But for all our technical achievements, SpaceX fails to apply these principles to the promotion of diversity, equity, and inclusion with equal priority across the company, resulting in a workplace culture that remains firmly rooted in the status quo.” Sounds like they want more DEI. Maybe...
  27. Cosmacelf

    All discussion of Rivian Automotive

    Correct. Right now, based on public info, Rivian will have a hard time going to market for more cash since their financials are completely upside down. Luckily they don't have to raise money now. And they might have time to right the ship before needing more money. But standing here today, we...
  28. Cosmacelf

    All discussion of Rivian Automotive

    Youre aren’t listening or responding to what I’m saying, so there’s no point continuing. Hint: sell at volume with positive margins.
  29. Cosmacelf

    All discussion of Rivian Automotive

    Oh, the environment is great for EVs. But can Rivian deliver into that environment with positive margins? We simply don't know. Sure, lots of space, for whoever can manufacture at volume. It isn't even clear that the majors (Ford, VW) can manufacture at volume due to battery supply...
  30. Cosmacelf

    All discussion of Rivian Automotive

    As you point out Rivian isn’t Tesla. But even Tesla went through at least three near death experiences, none of which was due to anything overtly wrong. Ie. It wasn't obvious to us on these forums that they were trending towards insolvency at the time. It is hard to tell whether or not Rivian...
  31. Cosmacelf

    SpaceX F9 - Starlink Group 4-19 - LC-39A

    Launch time now shifted to 9:08AM PDT, same day June 17.
  32. Cosmacelf

    Wiki Falcon Super Heavy/Starship - General Development Discussion

    And probably cheaper too.
  33. Cosmacelf

    All discussion of Rivian Automotive

    "I can't imagine they're that dumb". Honestly, we can't discount the possibility. We already know that before the IPO there was an executive trying to sound the alarm bell about negative margins. It is a fact that they were "that dumb" about not raising prices until way too late. Investor...
  34. Cosmacelf

    Tesla Semi

    I think those specs are correct. This from the Charin website: Single conductive plug Max 1.250 volt & 3.000 ampere (DC) PLC + ISO/IEC 15118 Touch Safe (UL2251) On-handle software-interpreted override switch Adheres to OSHA & ADA (& local equivalent) standards FCC Class A EMI (& local...
  35. Cosmacelf

    SpaceX vs. Everyone - ULA, NG, Boeing, Lockheed, etc.

    Eric Berger is on fire this morning: Original:
  36. Cosmacelf

    All discussion of Rivian Automotive

    Yes, it's the production ramp that is doing damage to Rivian. You can make all sorts of excuses why (and Rivian has), but it doesn't matter. If they don't start exponentially ramping soon, they will continue to eat up cash very quickly. One of three things is going to happen in the next quarter...
  37. Cosmacelf

    All discussion of Rivian Automotive

    Thing is, after their disaster decision to keep prices rolled back for the first 55,000 customers, their margins are likely to be negative for the next two years. They see so afraid of upsetting customers that they don’t make basic business decisions properly. We shall see how far this gets...
  38. Cosmacelf

    Wiki Falcon Super Heavy/Starship - General Development Discussion

    I'm still amazed no one is taking July...
  39. Cosmacelf

    All discussion of Rivian Automotive

    Elon gives a blunt warning to Rivian and Lucid:
  40. Cosmacelf

    Ford no longer allows purchase at end of lease for EVs

    They are doing this because they are too valuable, correct? Ironically, I remember when Tesla started their leasing program, one of the many bear thesis knocks against Tesla is that Tesla would be “stuck” with unwanted off lease vehicles which they would have to sell at a loss.
  41. Cosmacelf

    SpaceX Internet Satellite Network: Starlink

    Wow. Now all we have to do is wait for Amazon to join the party … or is that too hopeful?
  42. Cosmacelf

    Charity bet #3: first Starship in orbit (redux)

    Hey guys, July is still open for the bet…
  43. Cosmacelf

    Tesla Semi

    I’ve always thought this, yet Tesla seems to keep pushing the idea of long haul trucking. But a bunch of customers have already signed on, any idea what kind of workload they will have?
  44. Cosmacelf

    Charging with 110

    Correct. If anything 120V charging is worse because it uses more energy (car systems must be on when charging, and these very little energy left over for actually charging the battery).
  45. Cosmacelf

    All discussion of Rivian Automotive

    I never liked this kind of analysis since it ends up showing state population more than anything else. So grabbed state population data and made this chart instead: The western more rural states buy at more than twice the rate per population than CA. TX needs to get its crap together. NY is a...
  46. Cosmacelf

    All discussion of Rivian Automotive

    Interesting graph from Rivian Forums. Delivery data from forum members: Source: 📊 Delivered Rivians Owners List and Stats [Enter Yours]!
  47. Cosmacelf

    Wiki Falcon Super Heavy/Starship - General Development Discussion

    Doesn’t sound great?
  48. Cosmacelf

    All discussion of Rivian Automotive

    As a long time Tesla owner, thought I’d give my $0.02 about my recent R1T test drive. it’s a nice truck. Ride is very comfortable without giving up much handling prowess. The acceleration is insane for a truck. The regen felt as powerful as my 2022 Model X, meaning it’s pretty damn powerful...
  49. Cosmacelf

    SpaceX F9 - SARah 1+Rideshare - SLC-4E

    Same day as that secret mission+Globalstar: June 18, 6:50AM PDT.
  50. Cosmacelf

    SpaceX F9 - Starlink Group 4-19 - LC-39A

    Looks like this is the next planned launch. 6/17, 7:50 AM PDT. LC-39A

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