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

[reardencode]

Given what Tesla did with the Octovalve, and put traditionally heat pump engineering to shame, I have no doubt that they can improve significantly on current home heat pump applications.

The magic of the octovalve is vehicle-wide heat management. For residential applications, you'd want to integrate refrigeration, hvac, cooking, hot water, and possibly other systems in order to harvest waste energy and produce a similar result.

I'm not saying Tesla shouldn't pursue this, but it's a tall order.

 

[Kenypowa]

Stupid question...why is Tesla getting into Semi's before busses? Seems like busses would be an "easier" challenge compared to Semi's. School busses for example...They have plenty of time they can charge after the morning route and after the afternoon route.

Is there just more profit to be had with Semi's versus busses?

Plus I hate getting stuck behind a school bus and just watch the exhaust pore out. lol

A lot of buses in N. American cities are hybrid, run on biofuel or natural gas, so the impact of reducing greenhouse emission is less than going after Semi. That's just my unprofessional opinion.

 

[StarFoxisDown!]

Just saying....the 6 month/1 year chart is giving a pretty clear indication of what's about to happen. Just gotta wait for that spark to ignite the end of this consolidation period before a large rally takes place

Lucky for us we have 2 upcoming catalysts to provide that spark

 

[zecar]

Stupid question...why is Tesla getting into Semi's before busses? Seems like busses would be an "easier" challenge compared to Semi's. School busses for example...They have plenty of time they can charge after the morning route and after the afternoon route.

Is there just more profit to be had with Semi's versus busses?

Plus I hate getting stuck behind a school bus and just watch the exhaust pore out. lol

It's pretty easy to figure out how to run and charge buses and shorter range trunks. Tesla's advantage is in batteries and charging where other companies don't have the tech to make cost effective EV products.

 

[AudubonB]

Far too many posts centered around lawnmowers. That’s a good topic but it doesn’t belong here.

A bunch rounded up and shipped off to the long-standing lawnmower thread. That includes a number that discussed other items too - no sympathy.

 

[SOULPEDL]

This shat seriously needs to stop

A Telsa Moedl 3 in China was [email protected] on video smashing into a fake pedestrian in an automatic braking test

A Tesla Model 3 in China was caught on video smashing into a fake pedestrian in an automatic braking test

Bunch of moronic sites post this one after another. To whomever does not know better, which applies to 99% of people, it is a blunt misrepresentation of how things really are.

Now, that 99% of the mass will see Tes las as pedestrian 'unfriendly' cars.

What can be done to prevent lies? Legal action?

I don't doubt it's real, as I continually take over to avoid cones and parked cars, but it keeps getting better, and... Dojo. Denying the dummy really happened is risky; if you're wrong, you lose credibility. My joke last week about having all the cars at the Battery Day Event do Summon - doesn't take much imagination to predict complete chaos there.

OT.... Dojo will use 4D, and that time element is needed to predict the future as both bodies are moving to intersect (or not). This problem likely disappears in FSD 2021. The other issue is whether the car saw a pedestrian or a piece of trash blowing. It is possible the dummy human isn't moving like a real human and it was ignored (as stated in the post). That's even more risky to speculate IMO. Like saying someone in a wheelchair won't get recognized as human.

 

[Off Shore]

You are not alone! We are agonising over whether to switch from Nespresso to coffee brewed in a pot because the capsules are expensive. Given our financial position, this is crazy

Never mind the cost, the capsules are an ecological nightmare. Buy an expensive coffee grinder instead. You'll get better coffee and you'll feel better about yourself.

 

[lafrisbee]

The magic of the octovalve is vehicle-wide heat management. For residential applications, you'd want to integrate refrigeration, hvac, cooking, hot water, and possibly other systems in order to harvest waste energy and produce a similar result.

I'm not saying Tesla shouldn't pursue this, but it's a tall order.

I beat ya to it..but we are like minds.
"

1. 
   
2. lafrisbee, 12 minutes ago
   ↑
   Given what Tesla did with the Octovalve, and put traditionally heat pump engineering to shame, I have no doubt that they can improve significantly on current home heat pump applications.
   I've tried to see how, and I can't most of what Elon talks about when discussing HVAC for the home was available in theory back in the mid 1990's. And today's Thermostats do all the variations in adjusting air temperature that Elon has stated. As well as the micro-units adjusting temps for each room.
   The only area that is left for improvement is reliability and efficiency, and I don't see an octovalve as a meaningful technology for HVAC. Octovalve is capable of repeatedly adjusting the thermal aspects of various components using the same source...
   LOL I guess if you designed an HVAC that kept your Fridge Cold, and funneled heat produced by your AC to your oven you'd have the equivalent of a home octovalve. In other words..not happening in Elon's lifetime.
   
   EDIT DELETE REPORT
   + QUOTE REPLY
3. 
   MP3MikeWell-Known Member
   
   Joined:
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   Messages:
   13,377
   Location:
   Oregon
   #208714

 

[zecar]

Farmers are starting to look at electric - they have plenty of large roofs, potential to auto-bid or don't want to pay for grid connections and diesel deliveries. Also, some places are removing low tax for agricultural-use diesel

Ultimately farming will go to robotics, as opposed to electrifying today's tractors. Combines are used so few hours per year that they will probably stay diesel for decades and use biofuel.

But weeding should be able to change from chemical back to mechanical. And insect control see a reduction of chemical use through innovation. Plowing is high horsepower but used less and less. Cultivation and planting should be able to be done with low power but with the energy use spread over many hours. Basically a robot or two working long hours and powered by solar on the barn.

 

[AudubonB]

Out of the weeds and back to the stock market, all.

 

[lafrisbee]

Also pollution for operators and pollution in public areas by council workers and contractors - eventually it will go electric. You won't be able to buy the fuel.

Farmers are starting to look at electric - they have plenty of large roofs, potential to auto-bid or don't want to pay for grid connections and diesel deliveries. Also, some places are removing low tax for agricultural-use diesel.

Yep,
A bloke you are probably familiar with on Youtube, "Fully Charged" did a segment on an electric tractor about a month ago... I had tractor envy, and I only own .3 acres at the moment.

 

[Prunesquallor]

Tractors would be great - to remove the noise of those monstrosities from the country-side would be amazing.

 

[scaesare]

Given what Tesla did with the Octovalve, and put traditionally heat pump engineering to shame, I have no doubt that they can improve significantly on current home heat pump applications.

As I've said in other posts, the octovalve was a novel packaging/cost optimization that certainly helps in an automotive application.

However, AFAIK it introduced no new capability or performance improvements in and of itself that couldn't have been accomplished with more traditional discrete components.

Do you have any information otherwise that supports the idea that supports the idea that it's such a significant engineering advance that it " put traditionally[sic] heat pump engineering to shame"? Or that it represents something that would improve a stationary (i.e. - home) heat pump significantly?

 

[bkp_duke]

As I've said in other posts, the octovalve was a novel packaging/cost optimization that certainly helps in an automotive application.

However, AFAIK it introduced no new capability or performance improvements in and of itself that couldn't have been accomplished with more traditional discrete components.

Do you have any information otherwise that supports the idea that supports the idea that it's such a significant engineering advance that it " put traditionally[sic] heat pump engineering to shame"? Or that it represents something that would improve a stationary (i.e. - home) heat pump significantly?

Watch Sandy Munroe's videos about it. It accomplishes in about 3 pieces what would take traditional setups orders of magnitude more pieces and space.

 

[TheTalkingMule]

Stupid question...why is Tesla getting into Semi's before busses? Seems like busses would be an "easier" challenge compared to Semi's. School busses....

There's probably 550,000 in service across China today. It's pretty much been figured out. With the regular circuit, mostly city use, and existing depot infrastructure, it's a good bit easier.

As for school buses....in the US you'd probably be fighting a TON of misguided red tape on safety, etc...

 

[wipster]

Tesla has shipping costs an internal fleet would reduce.
Other companies are doing buses.
Emissions wise, semis are a larger contributor. Medium and heavy duty trucks are ~20x buses

https://nepis.epa.gov/Exe/ZyPDF.cgi?Dockey=P100ZK4P.pdf

Plus, there's no reason the Semi can't be the basis for a school bus or many other types of transport vehicles over time. Just load all them damn kids in a trailer with windows and there you go!

 

[jerry33]

IIRC Elon claimed on 3rd Row that almost all legacy auto profits came from parts... And that’s a disadvantage for a rapidly growing company like Tesla.

But that would include the dealerships. A pretty good comparison because Tesla is manufacturer and dealer, so not including dealerships wouldn't be an exact comparison.

 

[humbaba]

Actually Tesla said the anode was only a 5% decrease in cost per kWh, so current price is $1.26 not $10.

no, the 5% reduction is relative to pack cost, not the part cost.

 

[Cosmacelf]

Stupid question...why is Tesla getting into Semi's before busses? Seems like busses would be an "easier" challenge compared to Semi's. School busses for example...They have plenty of time they can charge after the morning route and after the afternoon route.

Is there just more profit to be had with Semi's versus busses?

Plus I hate getting stuck behind a school bus and just watch the exhaust pore out. lol

Just guessing here, but school busses are sold to school districts, which move at the speed of municipal govts. Ie the sales cycle is long and tortuous. They also aren’t the most innovative buyers in the world. GP is one company that makes busses. Read their press releases to understand the hoops you have to go through to win contracts.

Tesla’s strategy is to go after the highest volume vehicles. The ones that need the most batteries. Things that aren’t as high volume (like farm and utility tractors), or have small battery needs (like lawnmowers) are going to have to be supplied by others. Great business opportunities for entrepreneurs I would think.

 

[humbaba]

But that would include the dealerships. A pretty good comparison because Tesla is manufacturer and dealer, so not including dealerships wouldn't be an exact comparison.

I didn't hang on to the link, but in a previous post about how legacy manufacturers made money the parts manufacturing unit of one was the only one not included in their bankruptcy. Think about it: the rest of automotive manufacturer is losing money hand over fist, but the parts manufacturing is still profitable.