WADan
Member
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Electric vehicle curbside charging is coming to Seattle neighborhoods. Here's why it matters
The new pilot program is part of the city's goal to reduce transportation emissions 83% by 2030.
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This will help to increase EV demand.
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It's all of 30 stations and it $0.20/kWh. While good to see movement, this is a bit slow.![]()
Electric vehicle curbside charging is coming to Seattle neighborhoods. Here's why it matters
The new pilot program is part of the city's goal to reduce transportation emissions 83% by 2030.www.king5.com
This will help to increase EV demand.
So this is odd. The SR+ uses LFP cells while the LR and Performance use 2170s. They would have to be stockpiling LFP cells or perhaps they had a shortage.
Yeah, flaky memory on my part, sorry."Audio-only" streams are for Tesla Quarterly Conference Calls. AGMs have been live-streamed on Youtube w. video since at lease 2018 (Q&A). There's already a Youtube link published by Tesla to the 2022 AGM:
Tesla, Inc. 2022 Annual Meeting of Stockholders Livestream | Aug 4, 2022 @ 3:30 CT
Regardless of why, at the moment it means more higher ASP/ presumably higher profit vehicles out the door at end of Q2.Could be shipping issues out of China. Should be resolved quickly.
It is true, that it's difficult to cancel the plan this late.Remind me again where you can purchase fresh nuclear fuel rods & a run-on safety case off-the-shelf ?
This is actually incorrect. Although Mobileye isn't collecting video clips from the almost 2 million OEM cars with front cams & EyeQ4, EyeQ5 with rem harvesting.Mobileye is not collecting video clips from customer cars. Video object recognition in customer cars is being used solely to make maps.
They have employees driving test vehicles for collecting video clips for AI training. Tesla has therefore about 1000x more access to training data.
Seems to my inexperienced macro view as portfolio cleanup time. The first half is done and nothing that happens today is going to change that so it could be viewed as an opportunity to do a little selling in prep for buying in H2. YMMV.Any news for the macro drop?
One part of the 4680 ramp is a manual process which is tricky to master.
They showed yield rates for various lines at Kato Rd sometime ago, one line with very poor yields was new staff for the Austin lines training.
It is likely that the process needs, vision, dexterity, speed, timing and concentration.
I had a thought last night, why not try to train Optimus to do this job?
It is likely that the speed, concertration and fatigue are no issue for Optimus.
Sure this is a tough challenge, but it will stretch the boundaries of what Optimus is capable of.
The advantages in terms of ramping cell production at new factories are odvious.
The sun rose in the East somewhere.Any news for the macro drop?
Nada dry powder and my couches are empty.I can't understand why people dislike low prices... My biggest wish is that we can just have one last year with stupidly low prices so i can keep adding to my position while the expected returns are higher than ever. I guess if you are very leveraged with margin or have short term calls that's fair, but for everyone else red days should be celebrated, not detested, like i feel they are for most people today![]()
Any news for the macro drop?
THURSDAY, JUNE 30 | |||||
8:30 am | PCE inflation (monthly) | May | -- | 0.2% | |
8:30 am | Core PCE inflation (monthly) | May | 0.4% | 0.3% | |
8:30 am | PCE inflation (year-over-year) | May | -- | 6.3% | |
8:30 am | Core PCE inflation (year-over-year) | May | 4.8% | 4.9% | |
8:30 am | Real disposable income | May | -- | 0.0% | |
8:30 am | Real consumer spending | May | -- | 0.7% | |
8:30 am | Nominal personal income | May | 0.4% | 0.4% | |
8:30 am | Nominal consumer spending | May | 0.4% | 0.9% | |
8:30 am | Initial jobless claims | June 25 | 230,000 | 229,000 | |
8:30 am | Continuing jobless claims | June 18 | -- | 1.32 million | |
9:45 am | Chicago PMI | June | 58.0 | 60.3 |