Mo City
Active Member
Jack with a midweek treat. Go straight to ~5:45 to see four of the large cranes in the battery area finally woke up from their long slumber and are lifting metal. 
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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- elon is an ass
GrandEnigma
Member
Will be interesting to see who’s side the Biden administration takes on this one.
LG vs. SK settlement as impacts Ford and Georgia’s new SK battery plant.
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Steven Loveday has been writing articles about "Green" vehicles for at least 10 years. Long before InsideEVs (IEVs), he was writing for "Autoblog Green". His content was crap back then and it's crap now. I have no idea how he stays employed. (Edit - I see that somehow he's Editor in Chief and what appears to be his brother is Director of Communications - so no surprise)
IEVs went downhill the moment that the original owner, Jay Cole sold it to Motor1. Jay provided excellent reporting and IEVs monthly sales scorecards were the best. It's clear that they are simply milking the site for ad revenue above all else. I used to visit the site daily, but haven't done so for years.
People give Fred and Electrek a hard time, and for sure some of his articles miss the mark - often because I think the articles are rushed out without enough QA. But it's clear that most of Electrek's articles are much more opinion based. Compared to all the very clearly fan-based Tesla news sites, Electrek at least gives Tesla a hard time when they do deserve it.
Please summarize and state the forum thread relevance. Otherwise, it just looks like clickbait. Thanks.
TLDR: Biden has the ability to ignore LG's allegation and winnable case against Georgia built SK battery plant due to IP theft. The court is ruling in LG's favor due to SK destroying so much evidence. Biden has the ability to ignore the ruling for the sake of his clean energy agenda. Many are lobbying within congress to have this happen or else SK will need to shut down their construction in Georgia which means thousands of jobs. Decision must be made this Saturday.
Don't worry Biden, China is rooting for you to ignore IP theft and let it through...yes...now you now the full power of the dark side!
Seriously though, Elon said it best. Stop being a little b%#tch and increase the pace of innovation.
GrandEnigma
Member
SK batteries bad, Ford and state of Georgia good?
JusRelax
Active Member
Holy Neuralink, Batman! Wow, Neuralink's progress is quite amazing.
I think LFP is big, in terms of allow rapid growth of all cell constrained parts of the business, particularly:- Energy Storage, Robo-taxis.
For the same reasons in terms of accelerating the mission LFP is big.
Just today I was thinking swappable LFP batteries are a good fit for farm and earth moving equipment.
There are lots of applications when cost and longevity are more important than range and weight.
Artful Dodger
"Neko no me"
Nice to see a bit of FOMO as the After-hrs session concluded.
Cheers!
Cheers!
PRobably from that Neurolink video cause WTF that's some cyberpunk craziness!!#$@$%
The Utah Array itself shows great amounts of efficacy in quadraplegics already...and that's a giant apparatus stuck on your head. It's going to be incredible to see what happens when Neuralink goes into human trials this year.
woodisgood
Optimustic Pessimist
Adam Jonas next earnings call:
"Can we expect Neuralink receivers in Teslas anytime soon?"
"Can we expect Neuralink receivers in Teslas anytime soon?"
Mo City
Active Member
Mods, forgive me but I have to post Elon's comments on that mind-blowing video.
Pleeeease do not reply.
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AJ was actually tolerable ... i think he might actually get it finally ... the 2 tools on Bloomberg were painful to listen to .... everything is relative
The two tools were excellent I felt. They articulated what naysayers felt pretty well and hit Jonas with hard hitting questions.
"the value of ICE is massively negative"! WoW!Who is this guy and what has he done with the real Adam
He makes a great point about comparing the other EV manufacturers and their ICE divisions that are the thorn in their toxic side and how do they get rid of that part.
Artful Dodger
"Neko no me"
Jim Cramer: Biden provides certainty that Wall Street desires (15 min ago)
CLK350
Member
Agreed - the video mentioned earlier has more to do with the immediate /possibly surprise effect LFP in 4680's will have on car production in the near (2022) future, but yes, LFP definitely will be big when energy density is not super important - for all trucks /buses doing regular routes with a defined stop area where batteries can be swapped OR recharged (school buses, until they get replaced by multiple self driving vans). From a TSLA investing POV it does feel good putting your assets to good use, even tho the temptation/ lust for mo' trading profits isn't easy to achieve ; )
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Nice thought but very hard to enforce as the ‘baseline’ is a moving target. Particularly given Tesla’s unrelenting persistence for refinements and features added to models.
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