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  • The final cut of TMC Podcast #27 is available now with topics time-stamped. We discussed: Consolidation in LiDAR manufacturers; Volvo EX90 shipping with LiDAR; FSD Beta Full Release in N.A.; FSD detecting autopilot cheats, Gwen Shotwell directly overseeing SpaceX Starship; and more. You can watch it now on YouTube. We should have it published to podcast networks shortly.

Search results

  1. N

    Russia/Ukraine conflict

    It can be iffy and Crimea really doesn’t freeze. It seems mind boggling to create a stationary fort in today’s world. Now Russia is great at mining and there could be an extensive mine-field that you can’t see. The implication that Ukraine will be invading and they can’t stop them is...
  2. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Fine if you could buy an ev 200hp farm tractor that can plow a bottom, or mow and bale. Or a skid steer, or a fri t end loader. Or a pickup that can tow a job site trailer 120 miles each way so the poor guy that wakes at 4 to be at work at 7 can work. It was a corruption meant to wring more...
  3. N

    Russia/Ukraine conflict

    https://www.understandingwar.org/backgrounder/russian-offensive-campaign-assessment-november-27 I know many read the ISW posts but this one is quite interesting. Russia is preparing for Ukraine to successfully cross the lower Dnipro. The nature of the defense is really eye opening. Enjoy
  4. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Honestly the real truckers will complain that they miss the rumble and vibration of a 600hp engine under the hood. For most though it's just a job and they'll be happy if it doesn't have def and breakdowns.
  5. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It is a corruption of the political process. Can you imagine that they have forced this into heavy equipment? In 2 years there will be a low boiling revolt against the EPA all over this stupid issue.
  6. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think they can price it quite high, as long as the purchaser can negotiate inexpensive wholesale electric price. It will also give incentives to find low cost power which favors renewable as the levelized cost of power heads down.
  7. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Maybe true, but it gives depth to why this is so. $75k a year in fuel savings. Vs cars where things are far less clear to me. In fact I can make a pretty good argument that with the high price of a Tesla it is not cost effective vs a high mileage Corolla or civic. I will never recoup the...
  8. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It is a horrid solution that accomplished nothing but forced people to go to manufacture for service. Literally. Have to have a Mercedes tech come to site . Or cat or ford or John Deere. Horrid. Expensive, accomplish nothing for environment
  9. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not all used trucks are equal. The older Pre def trucks sell for more than new trucks with def so I think you will see the oldest def trucks shitcanned first. There is very little value on a high mileage def semi with known issues. We have replaced a def pump at 300 hours, 3 days downtime...
  10. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yep that is spot on. The new diesel trucks with DEF are despised. So bad that many truckers would look at an EV.
  11. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Trucks really don't get 6.5 though, more like 5.5 if they are efficient. We keep 2 independent truckers busy and are constantly looking at the numbers of bringing in house. We can do wholesale diesel at 4.90. Wholesale national electric rates re a shade under $0.10. I know this is the...
  12. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I would guess that's just a pilot line to work on processes? 3 a day is nothing. Just watched a good engineering video in the Semi thread. So he assumes a 1MW battery, looks like a financial no brainer if we do the solar system, we'd need about 10 acres of ground devoted to the solar...
  13. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I can't wait til this scales. Our industry is a huge consumer of diesel, our nation is a massive consumer. Our little company could cut 80 gallons of diesel a day if we could switch to a Tesla semi (or an EV by any other company). We'd never do the asinine FCEV. We have an outside chance of...
  14. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ford's experiencing the same. So is GM. The waiting list for EVs is long. That should end in 2026, it is all about batteries and by 2026 we have massive amounts of battery capacity coming online in the USA and in Europe. By 2028 there will be 30x the original GF capacity open and running and...
  15. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Right, the scale that Casey describes dwarfs that 90 mw. Rather he'd be advocating for 90GW of power and perhaps irrigating the opal fields. He's proposing simply massive terraforming activity. Sahara depressions in Libya are a potential spot. Lots of others. Congratulations on the...
  16. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He is an interesting cat, glad to see he started his own business. The environmental impact of disposing of this much brine is huge, it would have drastic impacts locally and would have to be dispersed across a giant region. Might actually be helpful in some areas were salinity has fallen and...
  17. N

    Russia/Ukraine conflict

    wartranslated.com had something on this as well, the one mother's son has been dead since 2019
  18. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    most I've met don't care about starlink business stuff and were all about going to mars. Long time ago but yeah, mars was the goal. Starlink just funds getting to mars....brilliant..simple and something you could not do without the lift vehicles needed to go to Mars.
  19. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That is my perspective as well. So I would expect this is just negotiating posture with some other country. Japan? Indonesia? Thailand economy is less than half that of Indonesia. India? Talk about a challenge. Mexico? That makes some sense. 2nd USA plant even more.
  20. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I dont see Korea ... but I welcome @unk45 thoughts.
  21. N

    Russia/Ukraine conflict

    https://www.bbc.com/news/uk-63725431 First western helicopters being delivered that I know of, sea kings. UK also sent along 150 anti aircraft guns.
  22. N

    Russia/Ukraine conflict

    Spot on post. This is Russian FUD. Also the Russians will surely engage in terror barrages of artillery/rockets into Kherson thus making sense to do as much evacuation as possible. Interesting that wartranslated.com had some translations of telegram posts saying Russia would start evacuations...
  23. N

    Russia/Ukraine conflict

    https://www.nytimes.com/2022/11/21/world/europe/ukraine-russia-war-river.html
  24. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Fair point. Ok maybe not perfect analogy but making excuses for margin when growing is not a good path. Especially when they need to build 2 more and retool Kato. Fast growing companies always have challenges. But saying if we were not fast growth than our margins would be super is not an...
  25. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    But you have all of that, it would be like GM saying if we didn't have pension obligations our margins would be better. Not just do you have Austin and Berlin but Tesla needs another 1-2 GF to hit production forecasts later this decade. they can also repay bonds early
  26. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    but do you know how much your wife has in her secret account?
  27. N

    Russia/Ukraine conflict

    They have managed to pull out of Kherson and Lyman without the losses predicted. Stories of 12k soldiers will be backed up by thousands of captured soldiers such as happened at the initial Kharkiv counter-offense where they did actually capture a couple of thousand. I don't see it. What I saw...
  28. N

    Is Ford bumping up Cybertruck reservation holders?

    FYI the Sandy Munro videos on the Lightening are quite interesting. It really is a compromise vehicle. The Frunk area is awesome, huge. First thing we really noticed, just an amazing amount of space for a real farm/forest/construction worker. Secure, tough container, just great.
  29. N

    Russia/Ukraine conflict

    That was absolutely not orchestrated by rear area troops but by a new head of the army. It was done brilliantly- used mobilised to fill gaps and pulled crack troops off of defense, lots of posturing, used civilian as hostages when barging crack troops across river, good heavy equipment seems...
  30. N

    Elon & Twitter

    I have, the Ford Lightning is great and I was able to get one for a December delivery. Not huge range but it is just a great work truck. Drove great, very smooth. More power than we need but nice. I wanted a CT but I would be a 2025 delivery I think so I got the best truck I could. The big...
  31. N

    Is Ford bumping up Cybertruck reservation holders?

    I would hope for Fords sake that the marketing team has done this recently, it would be smart. I pickup my Lightning on the 26th of december. Can't wait. Simple truck and that's all we need, I'd like the greater range of the CT and the stainless steel skin but very happy to have my first EV.
  32. N

    Elon & Twitter

    The one about Elon Musk buying Twitter. I mean he’s eccentric but not an idiot.
  33. N

    Russia/Ukraine conflict

    Strikes are increasing deep in Crimea
  34. N

    Russia/Ukraine conflict

    For those that need a die hard Ukrainian view of negotations with russia.
  35. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    But hey you know...that 4680 ramp is perfect according to some on here.
  36. N

    Russia/Ukraine conflict

    France and grlermany have done quite a lot. Look to Italy or Hungary.
  37. N

    Russia/Ukraine conflict

    Ahh, I was wondering about a HIMARS on a barge/Landing craft. So they are using something like a bm21 with the improved sighting and distribution adjustments. There is a good video of that somewhere on youtube, Ukraine made modifications to the sighting and launch pattern to achieve much more...
  38. N

    Investor Engineering Discussions

    https://zoox.com/
  39. N

    Russia/Ukraine conflict

    https://wartranslated.com/crimea-will-soon-return-to-ukraine-and-russia-will-disintegrate-a-big-interview-with-general-ben-hodges-9-november-2022/ An interview with Ben Hodges from November 4, he certainly is clear about things. Very little qualification of his answers.
  40. N

    Russia/Ukraine conflict

    d Himars instead of humans would make more sense, autocorrect is. Or my friend
  41. N

    Russia/Ukraine conflict

    More confirmation from Ukraine that they did capture the kinburn spit. @petit_bateau had mentioned that the area had been subject to humans attacks from barges so I’d they can barge a humans I guess they could unload munitions to support ground forces. Lots of chatter about raids across the...
  42. N

    Russia/Ukraine conflict

    those irrigation canals were quite the defense line
  43. N

    Russia/Ukraine conflict

    Range map based on official range and we'll see if things start exploding deep into Crimea.
  44. N

    Russia/Ukraine conflict

    Ben has doubled down on this and since he has been proven correct regarding taking Kherson..who knows. I do see that northern Luhansk has become a pinning motion, frankly the whole border from Bakhmut to Savtove has been Russia throwing bodies on the line. For months he has been saying...
  45. N

    Russia/Ukraine conflict

    https://threadreaderapp.com/thread/1591120367531089920.html Interesting map, reported elsewhere.
  46. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah they can say they aren't battery constrained as long as they aren't making the CT and as long as the Semi uses 2170. Lots of posts on here as to why the 2170 could be preferable or at least workable for the semi. For the CT that's not the case. I'm a bit of a cynic here on the 4680...
  47. N

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Always been bullish. Even when I complain I'm bullish. It's going to be fine, EM will keep selling or not maybe doing some harm to the stock in the short run but Tesla has single handedly changed the Auto world and has 3 or 4 years of lead before the battery factories come on line to enable...
  48. N

    Russia/Ukraine conflict

    They are already on the other side, just north of the large hydro reservoir. That's why so many people think Ukraine goes for one of the two major ports on the Sea of Azov. Well that and the logistics are terrible, the railheads are far from either port.

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