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

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FYI, Ontario, Canada's power generation grid for 2020 looks like this:
Niagara Falls explains the signifcant 23% power generation in Hydro.
We still have a long way to go to bump up Solar and Wind at the expense of Gas and Nuclear.
2020 Year in Review

View attachment 634821
That pie chart is Ontario's installed capacity. The natural gas plants are all peakers and don't run very often at all. Very low capacity factor in the parlance. Ontario runs about 95% annual clean electricity. Very good place to run EVs. If only the provincial government thought so....
 
Hmmm, I like autonomously hauling containers through tunnels as an application for Tesla.

* Could this application use battery chemistries unsuitable for other transportation applications?
In most cases and areas underground, temperatures are stable and relatively benign (there are exceptions :eek:) so a narrower operating temperature range might be acceptable. The distances are probably mostly short and weight may be less of a factor, so the energy density requirements might be lower. Rapid acceleration and highish speeds might make power density the more desirable characteristic.

* Could it create an early entry point for the Tesla Network? It’d be a good way to encourage citizens and regulators to get warmed up to the idea of autonomy. Probably no or minimal regulatory approval needed — it is presumably a private way. Of course, the Boring Company could also run the vehicles.

* Tunnels are protected from the elements, so minimal protection is needed on the transporter. Perhaps just a skateboard as this suggests. This opens up lots of possibilities for utilizing volume for components (other than current rate limiting battery supplies) and possibly sharing lines while not taking up a lot of design cycles and logistics bandwidth.

All in all a nice application especially if other battery technology or capacity can be used.

I really like this as it seems like a solid mix of analog and digital solutions combined. Analog seems to gain traction fastest.
 
Elon just liked this tweet. Just strange since it was posted almost a month ago. There’s been a lot of speculation that TSLA may be volatile this week due to unusual options activity. Wonder if this is related?

upload_2021-2-7_17-43-41.png
 
Elon just liked this tweet. Just strange since it was posted almost a month ago. There’s been a lot of speculation that TSLA may be volatile this week due to unusual options activity. Wonder if this is related?

View attachment 634883

Man you guys have become a paranoid bunch :p

(I mean that in good humor/fun)
 
Sorry, I translated the article. It didn’t have anything to do with the cars, just about Musk and ethical cobalt :confused:

This mainly has to do with issues surrounding management and operational management,” says Marugg. “In 2018, CEO Elon Musk received stock options worth $ 2.3 billion. This created an enormous liability risk and limited the participation of smaller shareholders. By comparison, Toyota CEO Akio Toyoda earns approximately $ 1.8 million. ”

The US Securities Exchange Commission also accused Musk of sharing non-public information through social media, which negatively impacted Tesla's stock price. In addition, the carmaker was accused of intimidating workers who wanted to form a union and working conditions in Tesla's car factories were said to be very bad. Triodos IM also identified a tricky issue in Tesla's supply chain: Tesla buys cobalt from Congolese cobalt mines, which are known for child labor.

o_Oo_Oo_Oo_Oo_O
They are going to be floored when they finally type “oil” into Wikipedia.
 
I am curious about Musk's lighthearted detour into cryptocurrencies. Crypto mining is all about the energy efficiency of a computation. This is not all that different from the goals of the FSD computer. Crypto mining uses integer math, as does the FSD computer.

Could the FSD v2 computer do double-duty as a crypto miner? Musk has demured about the timeline for that, but it should be coming up soon if the 3-year development cadence held well.
 
Hmmm, I like autonomously hauling containers through tunnels as an application for Tesla.

* Could this application use battery chemistries unsuitable for other transportation applications?
In most cases and areas underground, temperatures are stable and relatively benign (there are exceptions :eek:) so a narrower operating temperature range might be acceptable. The distances are probably mostly short and weight may be less of a factor, so the energy density requirements might be lower. Rapid acceleration and highish speeds might make power density the more desirable characteristic.

* Could it create an early entry point for the Tesla Network? It’d be a good way to encourage citizens and regulators to get warmed up to the idea of autonomy. Probably no or minimal regulatory approval needed — it is presumably a private way. Of course, the Boring Company could also run the vehicles.

* Tunnels are protected from the elements, so minimal protection is needed on the transporter. Perhaps just a skateboard as this suggests. This opens up lots of possibilities for utilizing volume for components (other than current rate limiting battery supplies) and possibly sharing lines while not taking up a lot of design cycles and logistics bandwidth.

All in all a nice application especially if other battery technology or capacity can be used.

If we totally rethink some aspects of freight there are opportunities for optimization.

For example - Supermarket deliveries come in large refrigerated Semi-Trailers as a mixed load. Some of that load is being refrigerated even though it doesn't need to be., We don't think about it, but that load was probably packed at the logistics warehouse and needs to ne unpacked.

If we use Boring Co tunnels from the warehouse to the Supermarket, then freight can travel as individual pallets, with 1-2 pallets per skateboard. Freight can be automatically organized at the destination. No one needs to load / unload trucks.
During the day if stock runs low, it is possible to deliver just a pallet of the missing goods.

A lot of freight delivery can be automated 24x7 as needed. This more efficient "just in time" delivery service should mean the Supermarket can carry less stock in it's warehouse. For refrigerated food, that should mean it is fresher...
 
I am curious about Musk's lighthearted detour into cryptocurrencies. Crypto mining is all about the energy efficiency of a computation. This is not all that different from the goals of the FSD computer. Crypto mining uses integer math, as does the FSD computer.

Could the FSD v2 computer do double-duty as a crypto miner? Musk has demured about the timeline for that, but it should be coming up soon if the 3-year development cadence held well.
The short answer is no. The MCU might be slightly less bad at mining, but still far from being worth it. There might be a possibility of designing a new cryptocurrency with a mining algorithm tailored for HW3, but why bother...
 
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