Except they don't use the full nominal capacity of the pack.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The problem with Tesla is the "narrative".
The entire narrative of a deranged CEO, of financial disasters, of EVs being useless toys for rich people, and so on.
Tesla is a new breed, a disrupting company that is doing things nobody did, in ways that nobody understands, with a CEO working style that nobody saw before.
Elon is an alien: an Asperger, lase-focused billionaire with amazing engineering AND business skills but somehow controversial communication and (quite possibly) social skills. A guy who decided when he was 15 that he wanted to work on the Internet, Mars colonization, and sustainable energy. And he made it.
Now, the problem fighting already established narratives, engrainde in people's mind, is *time*. You need a lot of time.
With ads, that translates in hundreds millions of dollars better spent elsewhere.
People are affected by advertisement,
but they are way more affected by things they experience. Put enough Tesla on the road, put enough powerwalls in homes and powerpacks in cities, enough solar on roofs and things will change.
Show, don't tell.
Right now, there are 23k more Tesla on the road in Europe, so basically there are already 100k, maybe even 1M people (family, friends, collegues) that have driven or have been in a Tesla for the first time.
Then the SR comes.
The entire narrative of a deranged CEO, of financial disasters, of EVs being useless toys for rich people, and so on.
Tesla is a new breed, a disrupting company that is doing things nobody did, in ways that nobody understands, with a CEO working style that nobody saw before.
Elon is an alien: an Asperger, lase-focused billionaire with amazing engineering AND business skills but somehow controversial communication and (quite possibly) social skills. A guy who decided when he was 15 that he wanted to work on the Internet, Mars colonization, and sustainable energy. And he made it.
Now, the problem fighting already established narratives, engrainde in people's mind, is *time*. You need a lot of time.
With ads, that translates in hundreds millions of dollars better spent elsewhere.
People are affected by advertisement,
but they are way more affected by things they experience. Put enough Tesla on the road, put enough powerwalls in homes and powerpacks in cities, enough solar on roofs and things will change.
Show, don't tell.
Right now, there are 23k more Tesla on the road in Europe, so basically there are already 100k, maybe even 1M people (family, friends, collegues) that have driven or have been in a Tesla for the first time.
Then the SR comes.
Except the SCs I’ve used are in out-of-the way hidden spots behind restaurants and hotels. You need your nav system to find them.
I certainly wouldn’t want something like the obnoxious interstate service station signs that reach into the stratosphere, but I’ve never seen an SC I wasn’t searching for.
EVNow
Well-Known Member
Not an urban myth - just badly worded/stated.
It takes a lot of energy to produce & refine gas. That energy could come from outside electricity, onsite electricity or just heat by burning gases/oil. There are multiple threads on this here.
Agreed, but I bet my ass that the thermal management is in a different league...
Hey, I spotted you on another forum...
ARKK is an ETF traded on the Nasdaq exchange here in America. I bought shares through the TD Ameritrade brokerage. Ask your stock brokerage how you can do the same. If they don't know, then ask your question during today's monthly ARK webinar that begins in four minutes: ARK Invest | Innovation Is Key to Growth and Alpha
Indeed, just search the symbol ARKK in your broker software and trade it like any common share:
SW2Fiddler
We Are Cognitive Dissidents
ZachF
Active Member
...and ways of cost effectively reabsorbing excess CO2 from the atmosphere or the horse that's out of the barn will just keep running.
EVNow
Well-Known Member
Doggydogworld
Active Member
Model 3 was a completely different situation. You had billions invested in a production line that was fully staffed yet only producing a trickle of cars. The factory and staff in Nevada are making batteries for cars instead of storage. There is no billion dollar, fully staffed energy storage production line running at 10% utilization and driving per unit costs through the roof.
Storage margins will improve, but it's a slow grind. I can't see a material profit contribution this year.
RobStark
Well-Known Member
Those who follow the market politics thread will find I'm a fan of Madison's opening to Federalist #51 which is the clearest statement of what is the problem of government, the reconciliation of two logical opposites, freedom and order. Quanta Magazine has a recent article showing that dilemma may have much more universal application, the dance between simple synchronization and chimeric. There may be physics first principles ways to predict or control markets.
In the head note to their article they say: “In a world seemingly filled with chaos, physicists have discovered new forms of synchronization and are learning how to predict and control them.”
Physicists Discover Exotic Patterns of Synchronization | Quanta Magazine
There remain some mysteries which may already be answered. But first a paragraph.
“But the chimera state is still not fully understood. Kuramoto worked out the math verifying that the state is self-consistent, and therefore possible, but that doesn’t explain why it arises. Strogatz and Abrams further developed the math, but other researchers want 'a more seat-of-the-pants, physical explanation,' Strogatz said, adding, 'I think it’s fair to say that we haven’t really hit the nail on the head yet' about why the chimera state occurs.”
It would seem the work of Nobel Laureate Ilya Prigogine and others supplies the answer as to why because of their advances in studying mixtures. When that is pushed to its extreme, it is difficult how any notion of change is possible without some mixture of order and disorder. Hegel's third law of the dialectic discussed this over a century ago: "The negation of the negation."
The scientists are aware of wide applications, including why for example AI and deep learning often come up with connections we cannot fathom. I would say, by intuition. How many times do we wake up with the solution to a problem? Can you specify the rules for intuition? In these cases a new logic or illogic is needed.
“Many of the new synchronization patterns arise in networks of oscillators, which have specific sets of connections, rather than all being coupled to one another, as assumed in the original Kuramoto model. Networks are better models of many real-world systems, like brains and the internet.”
And so we see how game changing elections may follow each other, and negate themselves, or not. The same is true, of course, for innovative companies like Tesla and market reactions to it.
“Remote synchronization jibes with findings about real-world networks, such as social networks. 'Anecdotally it’s not your friend who influences your behavior so much as your friend’s friend,' D’Souza said.”
Edit: Despite themselves saying it is difficult to know why, they explain the effect by using the word "chimera." It is not reaction "between" as I said above, it is "among" as in ingredients of a mixture.
In the head note to their article they say: “In a world seemingly filled with chaos, physicists have discovered new forms of synchronization and are learning how to predict and control them.”
Physicists Discover Exotic Patterns of Synchronization | Quanta Magazine
There remain some mysteries which may already be answered. But first a paragraph.
“But the chimera state is still not fully understood. Kuramoto worked out the math verifying that the state is self-consistent, and therefore possible, but that doesn’t explain why it arises. Strogatz and Abrams further developed the math, but other researchers want 'a more seat-of-the-pants, physical explanation,' Strogatz said, adding, 'I think it’s fair to say that we haven’t really hit the nail on the head yet' about why the chimera state occurs.”
It would seem the work of Nobel Laureate Ilya Prigogine and others supplies the answer as to why because of their advances in studying mixtures. When that is pushed to its extreme, it is difficult how any notion of change is possible without some mixture of order and disorder. Hegel's third law of the dialectic discussed this over a century ago: "The negation of the negation."
The scientists are aware of wide applications, including why for example AI and deep learning often come up with connections we cannot fathom. I would say, by intuition. How many times do we wake up with the solution to a problem? Can you specify the rules for intuition? In these cases a new logic or illogic is needed.
“Many of the new synchronization patterns arise in networks of oscillators, which have specific sets of connections, rather than all being coupled to one another, as assumed in the original Kuramoto model. Networks are better models of many real-world systems, like brains and the internet.”
And so we see how game changing elections may follow each other, and negate themselves, or not. The same is true, of course, for innovative companies like Tesla and market reactions to it.
“Remote synchronization jibes with findings about real-world networks, such as social networks. 'Anecdotally it’s not your friend who influences your behavior so much as your friend’s friend,' D’Souza said.”
Edit: Despite themselves saying it is difficult to know why, they explain the effect by using the word "chimera." It is not reaction "between" as I said above, it is "among" as in ingredients of a mixture.
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Thanks for the comment.
This may not be feasible. I was thinking of demo of how this training happens on a dataset. Not on a car necessarily but as part of a demo of how it is done. Very basic for the journalists who are going to attend but are not techies.
Something like how to recognize a duck among chickens or such and how accuracy improves with the expanding example set. Not an expert on this but I think understanding the process a bit would help the journalists.
The Blue Owl
Endangerous Herbivore
I've read that article the other day, and I was quite surprised and pleased to see it posted here.
I think your framing of it is very insightful.
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