thesmokingman
Active Member
EVWest is cool beans. I've been contemplating doing a conversion myself if I can find a decent 914. But if not a Factory Five 818 even though its not the best kit car made, far from it really lol, but...
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
It is more accurate to say German solar was outcompeted by cheaper Chinese solar.
IMO you are criticising Germany with the benefit of hindsight, rather than judging their intention.
They are deploying a lot of wind energy, including offshore wind where they are experimenting with a wind/solar/wave hybrid generator.
The have developed good hydrogen electrolysers, but are again in danger of being outcompeted by cheaper Chinese products.
I think the German intention is generally good, but they sometimes struggle with execution. The Berlin factory is a classic example of that, it always had good support, but still had to struggle through the permitting system.
One more Elon/Twitter comment before I get banned for excessive OT-ness. I disputed the second half of brother JRP3's sentence, when I should've addressed the first half.
Twitter is human interaction via software. The design of communication software has huge influence on its human interaction. I'm sure everyone can think of examples... for better (some apps) or worse (other apps).
First-principles thinking applied to software design can solve problems in ways that many people didn't think of. For example, one hit-piece article predicted that Elon's idea of a Twitter Edit button would allow highly Liked and Retweeted tweets to be edited to something terrible. But Elon said editing a tweet should delete all its Likes and Retweets. Problem solved.
Why didn't Twitter implement this idea already? Could it be they are not first-principles thinkers?
Prominent Progressives (whom I used to admire) are predicting Elon's Twitter changes will increase hate speech and misinformation. This is similar to their vitriol about Elon being anti-union. They don't know or admit that Elon's employees are treated well without a union -- a first-principles solution to the problem of mistreated employees. The Progressives can't imagine other solutions to problems besides the ones they know. They are not first-principles thinkers.
Elon will hire first-principles thinkers to redesign Twitter, just as he has done for all his companies. How about we see what they come up with before we join the alarmists fearing disaster.
StealthP3D
Well-Known Member
Every time Elon has sold Tesla shares we have been told why he's selling. There is nothing to question unless you don't believe him. If you really think there's more to Elon's selling than what he has let on you shouldn't be invested. Never invest in a person you think is a liar. What I see is a man who is the richest individual in the world and also the largest TSLA shareholder in the world. I would be more likely to question his mental balance if he didn't diversify to a limited degree as he has done.
TheTalkingMule
Distributed Energy Enthusiast
I think you're muddling scarcity and sustainability. Germany doesn't need to manufacture renewable technology, it needs to buy and deploy it.
The world is quickly finding out it's just as silly to try and "own" a larger chunk of renewables market share as trying to hoard the sunshine.
When I refer to Germany slowing their transition I mean the purposeful tweaking of incentive to slow deployment.
Still they are using Renewables to generate a lot of electricity..
Renewables deliver 50% of German electricity consumption in first quarter
Renewable energy sources accounted for half of electricity consumption in Germany in the first quarter of 2022.
reneweconomy.com.au
Their offshore wind generators have problems with lower generation in summer, including some solar and wave generation was a possible solution for that.
The original solar subsidy was quite generous, and 6 months ago very few expected Russia to invade Ukraine.
And they are stepping up their efforts.
Absolutely. I believe that they will be driven by Dojo, which Elon is going to have run Twitter so it becomes super adept at human interactions. Add an smaller, powerful starlink connector and they will never be off line!
I believe this is MasterPlan part three. Genius. What could go wrong?
(Sorry, couldn't help myself).
Krugerrand
Meow
That describes pretty much every person on the planet. I don’t have Aspergers and I’ve been all those things; socially inept, inspirational and had my foot firmly planted in my mouth.
TheTalkingMule
Distributed Energy Enthusiast
Oh I have no doubt Germany is moving as we speak and can get to 80% renewables real fast. I think they're now committed to 100% by 2035, which is definitely achievable.
In all seriousness, I am very excited about this pullback. With the insane insane order backlog, Berlin and Texas coming on line, Shanghi coming back and now the new news of factory expansion I believe they are firmly on track for 50%+ y/y growth for at least the next 4 to 5 years. So 4m production run rate is possible in 2024 / 2025.
I'm moving more of my invested shares into Leaps. Thinking about selling some puts as well.
I'm moving more of my invested shares into Leaps. Thinking about selling some puts as well.
I intend this to be my last post here, forever.
One of the members here has been so rude to me in both private and in (internet) public that I don’t desire to participate anymore. No, it was not a mod, but they did abuse the “mod”system.
Best of luck to everyone. I’ll continue to peruse, but not participate.
Love y’all,
Tom
P.S. Go Tesla!!!!
P.P.S not selling until I’m dead
One of the members here has been so rude to me in both private and in (internet) public that I don’t desire to participate anymore. No, it was not a mod, but they did abuse the “mod”system.
Best of luck to everyone. I’ll continue to peruse, but not participate.
Love y’all,
Tom
P.S. Go Tesla!!!!
P.P.S not selling until I’m dead
2daMoon
Mostly Harmless
O.T. (Orbiting Topics)
Something with a SpaceX logo is entering the atmosphere and falling into the Gulf of Mexico in about fifteen minutes or so.
Something with a SpaceX logo is entering the atmosphere and falling into the Gulf of Mexico in about fifteen minutes or so.
thesmokingman
Active Member
Been watching it for a bit now. I gotta comment that Spacex's broadcast are always so professional and friendly.
2daMoon
Mostly Harmless
I always love the "Thank you for flying SpaceX" after splashdown.
jhm
Well-Known Member
Well 2 out of 3 EV buyers do choose a BEV over a PHEV. I think it will become even more obvious with time. As batteries get cheaper, BEVs will have a cost advantage. As charging networks become more developed and ubiquitous, PHEVs will lose their gas station advantage. PHEV to BEV conquests may prove easier than conquests of diehard ICE fans.
jhm
Well-Known Member
Artful Dodger
"Neko no me"
Todd Burch
14-Year Member
All I heard you say was “Teslas burning something something.”
ZenRockGarden
Active Member
Given that Elon often personally creates Twitter rants, I don't think he and his "free speech absolutism" are the right leader in the space.
Free speech absolutism gives you 4Chan which no sane advertiser or brand wants to be associated with. And if he's not actually about absolute free speech then firstly he's lying, and secondly he's right back in the job of regulating reasonable free speech which is hard, and nuanced, and not well suited to his talents which are about science.
Twitter is a massive distraction, and a bad idea, in that order, from the perspective of Tesla investors.
Similar threads
- Locked
- Locked
- Locked
