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  1. scaesare

    Blue Origin - New Glenn

    Nothing official from B.O. (not a real surprise) but first time I've seen an official launch target for New Glenn.. NASA says Sept. 29, 2024. From NASA planning September launch of Mars smallsat mission on first New Glenn
  2. scaesare

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

    For a guy who was clearly unaware of the investment issues requiring Drew's options activity, and as such posted baseless insinuations regarding "what he knew" here on an investment forum, you might want tone down the casting aspersions on others...
  3. scaesare

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

    So, given that 4680 is just a form-factor, and the real special sauce are the internals (tabless design, endcap changes, fractured silicon anode, etc...) along with the DBE manufacturing process, are any other manufacturers incorporating these? It would seem there may be some intellectual...
  4. scaesare

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

    Right? I much prefer the sophisticated analysts like Toilet Boy Mark Spiegel or Gordon Johnson!
  5. scaesare

    SpaceX F9 - Galileo-L12 - LC-39A

    Wow... almost 18 months since an F9 had to expend a stage...
  6. scaesare

    Off Topic: Voyagers

    Unless... the aliens are travelling towards us... Or one the probes enters a wormhole... Or it happens 1000's of years from now and is sent back through space and time... Or...
  7. scaesare

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

    But if it were the same motor, then in order to make more torque, it would at some point be drawing more power from the pack...
  8. scaesare

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

    Whoops, dropped a term, thanks @mongo...
  9. scaesare

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

    Ok, different motor makes sense. And certainly, the battery impacts power delivery, but the fact that it makes more torque despite HP=TQ/5252 implies there's a difference in the performance curve dependant on RPM which the battery isn't a factor in. In other words: if it were the same...
  10. scaesare

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

    Less HP, yet more torque... Folks speculating it's the battery... that would be odd if so and it's the same motor, given that HP is derived from torque & RPM, and the battery shouldn't care about RPM (that's a motor/inverter thing)...
  11. scaesare

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

    It's which you opt respond to (vs. not) that is telling.
  12. scaesare

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

    Because some folks make themselves out to be such dedicated targets?
  13. scaesare

    Off Topic: Voyagers

    And square shaped... Seriously...that must be an old graphic, as it has the Voyagers within the bow shock still.... And man, at the rate they are travelling it would be another 2,500 years to reach the middle of the Oort cloud... (on edit: yup, from 2016: Interstellar: Crossing the Cosmic Void )
  14. scaesare

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

    1) Approaching ≠ reached. (see my previous post to you on this). B) Operating includes operating expenses like overhead, and yet was positive. GM was also positive. Strike two for your "RIP margin" comment. III) Do you think things can't be discovered in several month's time... or platforms...
  15. scaesare

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

    Yup. ‘We’re Going to Spend Staggering Amounts of Money in Capex’ -Elon Musk
  16. scaesare

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

    I mean, they already have had the datacenter for years...
  17. scaesare

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

    The other good thing is that FSD won't get get annoyed when cyclists pull the stunts in this video... drift back and forth across the line in to your lane, don't signal when doing so, make a left from the right lane, turn left in front of you when originally behind and you had next right of way...
  18. scaesare

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

    Furthering the point, from the 2024 Q1 update: @DarkandStormy I noticed you often don't like to reply when it's pointed out that one of your points may not be valid. Doesn't feel like you are interested in honest discourse....
  19. scaesare

    Dragonfly Mission to Saturn moon Titan

    [JWST nods knowingly]
  20. scaesare

    Off Topic: Voyagers

    The thing is twenty three and a half light hours away... it's crazy to think a man-made object is that far away. I'm really hoping we'll be able to still talk to it in 3 years... that will be 50th anniversary and right about at the 1 light-day point.... Repeating myself in this thread... these...
  21. scaesare

    Off Topic: Voyagers

    And with the discussion we are having in other threads about the possible velocities with nuclear propulsion and the Oberth effect ... we only have another 129 yrs before we get a planetary alignment to do multiple gravity assists and REALLY get a couple probes cookin'!
  22. scaesare

    Off Topic: Voyagers

    OUSTANDING! Not completely out of the woods yet, as they aren't yet getting unscrambled scientific data, but now getting engineering data back is a huge step...
  23. scaesare

    Dragonfly Mission to Saturn moon Titan

    Oh... well, they do use a coolant loop.. cool.... thanks @JB47394
  24. scaesare

    Dragonfly Mission to Saturn moon Titan

    But don't they put the RTG's on the end of long booms to keep them away from the sensitive electronics? That would seem to eliminate any thermal heating ability unless they had a coolant loop, which seems unlikely. [some googling occurs...] Ah, I had read there were heaters, but turns out not...
  25. scaesare

    Dragonfly Mission to Saturn moon Titan

    Yeah they do! 😜
  26. scaesare

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

    And if a team doesn't perform as hoped/expected it's definitely not in an organization's best interests to let them go, right? I mean hanging on to duds is just good management! So, I've largely avoided responding to your posts up until recently, but you've ramped up your negative rhetoric...
  27. scaesare

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

    Not "have reached". As mentioned, the supplier reduction based on engineering simplification. So, again, since you have stated that we should say RIP to margin but they clearly they are still reducing COGS... it sounds like you really don't know at all, right?
  28. scaesare

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

    Well looky there.. what's being used as evidence of a disaster in the making by The Usual Suspects is actually indication of Tesla reducing their COGS and improving the product. Imagine that....
  29. scaesare

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

    And the news item you doubled down on your incorrect understanding of (before hand-waving your wrong stance away), where we havce an example of Tesla reducing it's COGS in manufacturing the 3? And who knows how many other engineering/production/manufacturing improvements we don't know abuout...
  30. scaesare

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

    Once again, your take is that the only possible explanation is CEO incompetence. Not... you know, that another approach might make better sense in light of circumstances four years later. Oh that's right... successful leaders NEVER change their approach/tactics as time marches on and the...
  31. scaesare

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

    Agreed for disengagements which is metric that's often used to judge/compare systems. But for the purposes of gathering valuable training data, I suspect the system can learn a lot even ehn FSD isn't engaged by the magnitude of the delta between the driver action, and the shadow-mode FSD...
  32. scaesare

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

    Why is your profile not open?
  33. scaesare

    Dragonfly Mission to Saturn moon Titan

    Yeah, obviously short hops and relatively long charge durations... but honestly surprised that there's that much power left over when runnign all the other stuff: computers, heaters, sensors, etc... I was going to add "radio transmitters", but I wonder if that would necessarily be the case...
  34. scaesare

    Discussion of China in Space

    They are undoubtedly doing the former (on a massive scale), and I suspect they are more than happy to do the latter when they can manage it.
  35. scaesare

    Discussion of China in Space

    "Shamelessly Stolen Here" is more like it.
  36. scaesare

    Dragonfly Mission to Saturn moon Titan

    1000 lb Quad copter... cool. Interesting on that description: Mass: 420 kg Nominal Power: 70 W Hmm... 70W nominal to lift that thing... obviously it's bursty, but that seems low, especially given all the other systems that would be running... But the Wiki articles says the dense atmosphere...
  37. scaesare

    Virgin Galactic

    I am Jack's complete lack of surprise...
  38. scaesare

    SLS - On the Scent of Inevitable Capitulation

    Man what a lot of Rube Goldberg engineering for mission that honestly feels "meh".
  39. scaesare

    Wiki Super Heavy/Starship - General Development Discussion

    That is a cool animation. It also appears that the CH4 pumps from the top down to about the middle, where the CH4 is then routed to nozzle heat exchangers, and then returns at the bottom where it flows upwards... whereas the LOX flows straight down in to the engine...
  40. scaesare

    Discussion of The Rocket Equation and Different Types of Rocket Propulsion

    Wow... that article claims: That's... uh.. signficant. It seems to say electrostatics are involved, but that's not a fundamental new force, and: So in space, what's that gonna push against?
  41. scaesare

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

    We aren't in a position to know.... and as you point out, the idea it's been cancelled is only an allegation. Re-prioritization? Advancements/changes they want to incorporate? Resource management? I find following SpaceX illuminating in how Elon runs things. Humans have a hard time not throwing...
  42. scaesare

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

    That also matches what we saw reported earlier about them coming out the door in batches.
  43. scaesare

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

    I find it amusing when a company is nimble and it pivots that folks try to use that as evidence of a failure. (not that I'm convinced they aren't doing this still) You'd rather they charge along as circumstances change?
  44. scaesare

    ULA's New Rocket - Vulcan Centaur

    Looks like BO finally delivered engine #2:
  45. scaesare

    Discussion of The Rocket Equation and Different Types of Rocket Propulsion

    Hehe... all good... I my response was tongue-in-cheek... Plus analogies are always imperfect. But is the crux of this the idea that if you are going faster, you are thus able to push on the object over a longer distance and therefore do more work?
  46. scaesare

    SLS - On the Scent of Inevitable Capitulation

    The article also says: Which makes sense... When the job is largely done, then if there's nothing waiting on deck, folks have to go...
  47. scaesare

    Wiki Super Heavy/Starship - General Development Discussion

    He generally doesn't say stuff like this if he doesn't see a physics-based path towards it. Timelines, and business aspirations he has a shakier record on, but engineering things he's more solid on. As a reference point, the Original Merlin 1A, produced 76K lbs thrust, the 1D Full Thrust...