The genomics stocks it contains are being clobbered despite no news that I can find. ARKG (-4.7%) which is devoted to genomics is being especially hard it. I suspect that at least one institution is unloading its genomics holdings.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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The genomics stocks it contains are being clobbered despite no news that I can find. ARKG (-4.7%) which is devoted to genomics is being especially hard it. I suspect that at least one institution is unloading its genomics holdings.
Gracias is not an executive but one of three VC Directors from pre-IPO era (other two are Jurvets0n {on LoA} and Ehrenpries):
Gracias has been a steady seller on somewhat of an irregular basis:
humbaba
sleeping until $7000
Ummm... apache is a web server and it is written using traditional programming techniques. So is Word. They are not even remotely similar.
And natural language is close to being a provably unsolvable problem (talking general case). For all its corner cases, autonomous driving is nothing like the issues present in natural languages. Parsing synthetic languages (like programming languages) is fairly trivial which makes translation between such languages fairly straightforward as well. Computer generated natural language translation is... a good way to be very confused, embarrassed or both. Maybe its my perspective from being a programmer and studying a breadth of natural languages (asian to middle eastern to european to long dead), but I just don't see how "both use neural networks" has any particular relevance.
But as both programming languages and natural languages are very OT I won't continue further. I was just wanting to make sure I hadn't missed something.
Cheers!
Hold you horses, we didn't have SEC gala yet, any day now
If this is true, then I'll gladly eat raven
BTW, you forgot to preface that with the words "Fred Alert"
Fact Checking
Well-Known Member
You mean Fred is a selfish blogger and hack who'll leak anything, with no ethics, no moral compass and no notion of responsibility displayed whatsoever? Agreed, but I wouldn't characterize that voluntary, assumed role as a "job".
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Apparently lots of EV competition coming in the future,
However, What may clearly differentiate tesla further is a superior FSD,
All else being the same. Superior FSD implies pricing power.
If the car is truly an appreciating asset, it’s “game set match, strictly
Club rules” ( bond, James Bond)
However, What may clearly differentiate tesla further is a superior FSD,
All else being the same. Superior FSD implies pricing power.
If the car is truly an appreciating asset, it’s “game set match, strictly
Club rules” ( bond, James Bond)
Doggydogworld
Active Member
FWIW, EPA docs imply 17.73 Wh per cell.
I think it's based on upgrading the 10 old lines to match the output of the 3 new lines. Carsonnight says the new lines do 400k cells per day vs. 300k for the old lines.
Panasonic's machines coat aluminum sheets with a wet slurry of solvents and NCA powder to make cathodes. They buy processed NCA powders from Sumitomo Metal Mining. They also have machines that coat copper sheets with a wet slurry of solvent and graphite (and maybe a little silicon) to make anodes.
Panasonic then bakes these electrodes in huge ovens to evaporate the solvents. Maxwell's Dry Battery Electrode coating process "glues" the powders directly onto the metal sheet. This eliminates the need for the toxic solvents, the huge drying ovens, etc. Assuming it works at scale.
Indeed. I doubt Tesla buys their scrap, though, so the savings should go to Panasonic,
So now reports (Fred Alert) of a Model S/X refresh with new motors and 2170 batteries as soon as June. Potentially even with an interior refresh at the same time. With this I think Tesla would easily ramp S/X demand back to 25k+ per quarter.
Panasonic better hurry up and ramp GF1 cell lines to capacity! If this report is true, I wonder what Panasonic will do with its 18650 cell lines in Japan. Anyone think these old 18650 lines could be adapted to 2170? It looks like half the 18650 lines were not operational in Q1 given S/X production levels, so maybe they had a chance to start adapting half the cell lines already.
If this story is untrue, expect Elon to deny it quickly. This will further kill S/X sales until the refresh is released.
Panasonic better hurry up and ramp GF1 cell lines to capacity! If this report is true, I wonder what Panasonic will do with its 18650 cell lines in Japan. Anyone think these old 18650 lines could be adapted to 2170? It looks like half the 18650 lines were not operational in Q1 given S/X production levels, so maybe they had a chance to start adapting half the cell lines already.
If this story is untrue, expect Elon to deny it quickly. This will further kill S/X sales until the refresh is released.
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To date we haven't seen any EV that begins to approach any of Tesla's current models, mostly because they're bastardised ICE with a motor and some batteries. Where do I see Tesla's advantages:
- Frunk, both for cargo and safety
- Trunk, just blows all other EV's into the weeds - OK, they need an M3 form with a hatch, but that will partially be resolved with the MY
- Range, nothing else gets close
- Performance, nothing else gets close
- Software/Hardware integration, ditto
- OTA - is anyone else doing this, at all?
- Charging infrastructure, guess what...
- And yes, FSD, that's not to shabby ether and improving all the time
Where they do need to improve, and I've said this constantly for the last 5 years, is the fit, finish and quality of interiors, but that's it, just that.
You mean Fred is a selfish blogger and hack who'll leak anything, with no ethics, no moral compass and no notion of responsibility displayed whatsoever? Agreed, but I wouldn't characterize that voluntary, assumed role as a "job".
he only runs the most visited EV site on the internet.
If your source of the report is Electrek, please do everyone a favor and begin it with “Fred Alert” as KarenRei stated above.
Swampgator
Active Member
The key word used in his story is "battery architecture". I think they may use the 18650's and place them in modules designed like the Model 3 pack internals. The chemistry can stay the same as the Model 3 (if it's not already) they just need better cooling to push higher charge rates. It seems from earlier reports that the supply of 2170s is an issue right now.. Can't see them making that worse in Q3.
“the most visited”? Not true. Even simple Google search will tell you that.
Please if linking to an Fred story let people know were it's from...I don't give fred clicks...but I jut did because ...well see my first part.
I can't fault the fit or finish of my 85S. Seems a good as any other car out there and better than many.
Thumper
Active Member
18650s could go into 3SR packs or storage systems perhaps.
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