Man, keep that forever and never give it up. You are a visionary my friend!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
jabloomf1230
Minister of Silly Walks
*
Voices in your head can be in any language of your choice.
2daMoon
Mostly Harmless
Maybe this explains why I so seldom understand what they are telling me to do.
BTW, where do I click to change the language setting in my head?
Jon at Cleanerwatt once again got some nice hints on 4680s.
Seems he got some good sources.
Main points:
Anode in Kato is 90% done with DBE (dry battery electrode) process. 10% in wet process are likely for testing/benchmarking.
Cathode is still made with the wet process, difficulties that small particles of NMC get loose.
Plan for Giga Texas are four 4680 lines with 25GWh/a each. 25% higher per line than the stated 20GWh/a at Battery Day. Maybe partly due to energy density improvements 98 -> 108 -> 118 Wh/cell from 2022 to 2024 (TroyTeslike).
The new 3-in-1 machine (notching, winding, welding) is further along in deployment than he thought, maybe already getting installed in Austin.
Seems he got some good sources.
Main points:
Anode in Kato is 90% done with DBE (dry battery electrode) process. 10% in wet process are likely for testing/benchmarking.
Cathode is still made with the wet process, difficulties that small particles of NMC get loose.
Plan for Giga Texas are four 4680 lines with 25GWh/a each. 25% higher per line than the stated 20GWh/a at Battery Day. Maybe partly due to energy density improvements 98 -> 108 -> 118 Wh/cell from 2022 to 2024 (TroyTeslike).
The new 3-in-1 machine (notching, winding, welding) is further along in deployment than he thought, maybe already getting installed in Austin.
Drumheller
Active Member
I suspect much of the, "get back to the office!" push is to increase consumer spending on gasoline, clothing, and prop up the retail real estate market.
It also increases greenhouse gas emissions, employee stress, and reduces quality of work / life balance and free time. Many jobs work fine in a remote setting and we should be encouraging reduction of unnecessary travel and waste.
As much as many (including Elon) dislike him - have to give props to Biden as his Administration has committed a handsome amount of funding to building out EV charging infrastructure, supply chains and North American cell & EV production. A big turnaround from the essentially zero funding by previous administrations.Biden to announce approval of $900 million in U.S. EV charging funding | REUTERS (1 hr ago)
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Biden to announce approval of $900 million in U.S. EV charging funding
President Joe Biden on Wednesday will announce the approval of the first $900 million in U.S. funding to build EV charging stations in 35 states as part of a $1 trillion infrastructure law approved in November, the White House said.www.reuters.com
Yes, i agree...now the military aid on the other hand.....
While true, this is very narrow and one sided aspect of it.
Our software engineers are largely remote now and will probably remain so forever. When I code, I prefer to be alone and at home. When I do mechanical, electrical, and biomedical engineering, I don’t know how it would be possible for me to get things done for my job if I stayed at home.
I’m also 10x more productive when I have other people around me to bounce ideas off of. And we’ve solved problems that, in my opinion, would not have been solved if we were all remote.
That little Walter isaacson clip is great. Let the market compete and sort it out. If I owned a car company (I guess I sort of do with my TSLA…), I’m not sure anything close to a work from home policy would be something I’d even think about experimenting with…
Pezpunk
Active Member
Will any of that money go to Tesla Superchargers, or will it all be gobbled up by crappier, less reliable networks?
Tesla Obtains Funding to Build Four Massive Superchargers, Including World's Largest
As electric vehicle adoption increases, new legislation and funding has been proposed in order to accelerate the expansion of the public charging network. One of those funding programs is the California Energy Commission’s Clean Transportation […]
driveteslacanada.ca
jkirkwood001
Active Member
I stand corrected - I had filtered on Tech stocks.TSLA's +3.59% was the best gainer today of 33 largest cap global stocks (higher was Airbnb [+4.33%] in 34th place but worth 10 times less than TSLA):
View attachment 852525
Largest tech companies by market cap
List of the largest tech companies by market capitalization, all rankings are updated daily.companiesmarketcap.com
Tesla was the biggest % and value gain of the 67 most valuable companies in the world:
Tesla is already building Supercharger locations with stalls for other EV makes - so….Yes?
It depends on if Tesla applies for it, and any states pick them to operate sites. But given the NEVI formula program funding requirements, I wouldn't expect Tesla to apply for them. A standard V3 site configuration doesn't have enough power to meet the requirements, not to mention needing to have a display/credit card reader on site and a 24x7 call center to take payment over the phone. (Each state is likely to have different requirements and application processes, which makes it a pain. And some states could decide to do it all on their own and not hire out site construction/maintenance/operation to anyone.)
So basically "public charging network" means not Tesla. This bill says to Legacy Auto, "We'll build the charging network to help keep you alive".Tesla Obtains Funding to Build Four Massive Superchargers, Including World's Largest
As electric vehicle adoption increases, new legislation and funding has been proposed in order to accelerate the expansion of the public charging network. One of those funding programs is the California Energy Commission’s Clean Transportation […]
That money is not the from federal NEVI formula program funding. (Of which no money has been approved yet, well maybe some got approved today.)Tesla Obtains Funding to Build Four Massive Superchargers, Including World's Largest
As electric vehicle adoption increases, new legislation and funding has been proposed in order to accelerate the expansion of the public charging network. One of those funding programs is the California Energy Commission’s Clean Transportation […]
Also, there is no way that the NEVI program would fund sites that big, its goal is to build ~4 stall sites every 50 miles.
As I recall, one emphasis of the USG charger buildout plan was to provide access to more rural areas.
I think this is important. The algorithms that suggest current placement of Level 3 charging (large cities, major interstate routes) leave rural communities out. In my mind, this could be like the Rural Electrification Act of the 30’s. It might be especially important as Cybertruck starts production.
I think this is important. The algorithms that suggest current placement of Level 3 charging (large cities, major interstate routes) leave rural communities out. In my mind, this could be like the Rural Electrification Act of the 30’s. It might be especially important as Cybertruck starts production.
Here is an example of Oregon's plan for the NEVI funding for the next few years:
They are hoping to select contractors and start construction on the FY22 sites in April of 2023.
So they really aren't getting to the rural areas in the next ~4 years. Maybe in the next plan? (for 2025-2028)
I haven't looked for what other states have submitted for plans.
Probably has a crappy ESG rating.
Patagonia founder Yvon Chouinard announced Wednesday that he is giving away the outdoor-apparel company — an unorthodox move intended to help combat climate change and the environmental crisis.
Patagonia founder Yvon Chouinard announced Wednesday that he is giving away the outdoor-apparel company — an unorthodox move intended to help combat climate change and the environmental crisis.
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