I finally cracked today and added him to my ignore list. Now that it's done with, I'm actually excited for the new filtered TMC experience I have coming my way.
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I finally cracked today and added him to my ignore list. Now that it's done with, I'm actually excited for the new filtered TMC experience I have coming my way.
ValueAnalyst
Closed
No other Tesla product so far has offered Day One value proposition. We will soon hear of 1,000+ orders.
dc_h
Active Member
No, they are on point. Ready with investment to catch up to Tesla battery production by 2030. Just need Tesla to stop moving forward. No other battery cell pack or motor production in the USA. BYD is the only major competitor at this point.
Bosch is considering a major €20 billion investment in 200 GWh of battery cell production
Reciprocity
Active Member
Maybe if they made that decision 3 years ago, but now.. To little to late... Bubye...bu...bye.
Did you see that tumbleweed against the fence halfway? They roll down deserted western towns...
Depending on the regulatory structure of the electricity delivery (utility, corporate buyer, single time buyer, ...), taxes alone may already be higher than that.
Remember when you first installed an ad-blocker for your browser? It's gonna feel better than that!
Mod: longstanding policy is that we don't discuss who ignores whom. --ggr.
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I had the opportunity to meet management at the Bosch HQ a while ago. Its a company with a very "special" reputation in Germany of being extra careful with great engineering but definitely avoids of being a first mover but extra slow. Bosch is compared in Germany to people who hire once in their live and never leave until they retire like someone who works for the government and got a livelong guarantee for his/her job, 'no reason to hurry'. Not sure if that paints the picture well how they are perceived.
What I am trying to say is that its very likely that Bosch has a strategy of leaving the first Batterie innovation cycle out and focus fully on the solid state batterie try to develop a technology that is a magnitude better than that what we have today. They want to supply the entire industry as a Tier 1 and intend to build competitive edge. If that takes 10 years they might be willing to wait expecting to have something in hand nobody can compare to.
Having said that we can expect Bosch to be very slow and careful to trying to engineer the best product in the market. I don't see them as a player yet but they may be later in 5+ years. Not sure if their strategy in a disruptive market that we experience today is the right one... I agree to their point of view that their revenues will be under pressure the next years.
DragonWatch
Small FootPrint
I agree Bosch is impressive corporation, as was VW, and a few other bee killing types. I cannot tell you how it was or actually against the law it was, to drive slowly up the right lane on the freeway in Germany. The law requires you to drive in the left lane if your going fast. So, during traffic jams, they (Germans) all cluster in the left lane while I would drive slowly up the right lane, for miles. Not sure how things have changed since 1994, but back in the day. . .
The Germans build major freeway on-ramps and overpasses five years ahead of completion to allow for settling. Here in the US we drive by a site and comment that that on-ramp was not there yesterday
In September 1969 as I arrived in Bindloch, Germany they were building a major roundabout, the crew was huge and the amount of beer cases cracked me up. Not sure about the required cases of beer per mile
Just one of those things that were different from our culture at the time. The US was clueless at the time when it came to roundabouts.We even bought a Bosch dishwasher a couple of years back. And, I will buy Bosch tools if given the chance. Batteries, we will see
DragonWatch
Small FootPrint
Tend to see a lot of this negative feed before a typical Tesla pop Residential, utility solar installation falls due to investment trends, Tesla
Residential, utility solar installation falls due to investment trends, TeslaJigsaws were "way better" good at one time.We even bought a Bosch dishwasher a couple of years back. And, I will buy Bosch tools if given the chance. Batteries, we will see
ValueAnalyst
Closed
Tesla Model 3 Reservation Counter
The unofficial and estimated Model 3 reservations counter passed 560,000.
I expect this number to increase through February, then start declining.
The unofficial and estimated Model 3 reservations counter passed 560,000.
I expect this number to increase through February, then start declining.
Off-topic, but relevant to one possible future mode of mass transportation.
The "Altered Carbon" SF books have expanded on this concept and how it would affect society. Human consciousness is entirely recorded on implants, and bodies become "sleeves" that can be changed when necessary by those who can afford it. For the less well to do, once their original body dies they have the (much cheaper) option of being inserted into a virtual reality world, where they continue to exist as long as they pay their subscription fees. Bodies remain available for rent to these post-corporeal citizens for special occasions (for example, the marriage of a child or birth of a grandchild), after which they go back to VR.
The books' narrative is a detective story, but the author did a commendable job of detailing the profound effects such tech would have on society as a whole (think sending colony ships full of sleeves in stasis to a distant planet with consciousnesses uploaded when it reaches its destination). Whether this is a civilian or military venture would dictate the models of the sleeves sent, and in the case of the military the well trained minds of combat veterans could be re-used at will.
Worth the read if you enjoy good SF, and Netflix just announced they picked it up for production, if you prefer that medium.
Altered Carbon (Takeshi Kovacs, #1) by Richard K. Morgan
JRP3
Hyperactive Member
I assume there will be some. I didn't do any actual calculations, I just gave a WAG.
I disagree that whoever you’re talking to is an engineer. No engineers I know would bet against Elon.
bambam4171
Member
Until they aren't. In the same way that steam ships were the most efficient ways to deliver people across an ocean, or horses were the quickest way in to town.
Disruptive technologies have a way of changing the landscape.
There's nothing that about trains that directly addresses the "physics first principles" of getting a certain number of folks from point A to point B. That's a problem associated with the number of units to be moved, time, and distance.
Trains are one way to solve the equation. Associated with that are a number of secondary considerations: queuing issues, congestions at hubs, packaging, routing, etc...
But from a first principals standpoint, if the total # of units can arrive from point A to point B in less time using alternative methods then we aren't violating any physics. This will require applying different sets of solutions to those similar sets of secondary considerations.
Think about it in terms of something other than the traditional transportation "box". This is a lot like the move from circuit-switched communications infrastructure to packet switched.
Back in the day, communications lines were allocated on a circuit basis (i.e. the operator plugged your line in to the destination line, and that circuit remained "nailed up" for the duration of the conversation). This required large central offices, large numbers of dedicated trunks between dense communications centers, a specific set of batching and queuing methodology to avoid busy signals, etc...
The solutions to expansion and growth in this era was to build larger central offices, install more trunk lines, build more efficient switches, automate operations, etc... but fundamentally the solution remained the same: nail up a line between to parties. That underlying premise necessarily bounded what could be done with the system.
The move to packet-switched networks changed everything. By necessity of physics, a packet that was allowed to only "hold the line" to a destination for a fraction of a second was going to be able to transfer less information than an established circuit. There was still the need for centralized offices, central lines, etc... but what could be done with that infrastructure was a paradigm-change.
Because these individual packets could be smaller they could ultimately be made faster. Multiple packets could be multiplexed on the same lines. Queuing and switching became more flexible. Routing possibilities expanded dramatically. It became possible to upgrade existing lines to handle more traffic via control mechanisms not possible in circuit environments. Trunking became dynamic. Distributed paths became possible. Redundancy and congestion control became significantly more flexible. Advancements in information systems had dramatic impacts in system management.
Do all of the necessary components for a fully distributed "packetized" human transportation system exist today? No. But things like cheaper alternatives to high-speed rail such as hyperloop, advancements in underground boring, BFR-style trips, automated driving/piloting systems and the like, could very well be the initial sparks in developing that sort of infrastructure. This is the same way that the first DARPA IMP packet routers and the initial DAPANET network paved the way for the internet
is the analogy perfect? No. But my point is: never say never. It may not seem possible with what you know today, but try not to let it hamper your view of what may be possible tomorrow. Otherwise we should be talking about who makes the finer buggy whip.
(PS- I fully support this topic being spun off to it's own thread)
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