Any examples you are willing to share?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
GhostSkater
Member
Especially when discussing shares of a company that doesn't issue dividends, making the shares merely collectibles with no inherent value.
“Demolition of existing equipment and installation of new equipment.”
www.teslarati.com
Tesla resumes filing building permits at Fremont Factory
Tesla has resumed filing building permits at the Fremont Factory after a one-week hiatus, which is indicative of the unconfirmed production stoppage that occurred last week at the Northern California facility. Last week, we reported that Tesla had evidently paused production at the Fremont...
www.teslarati.com
02.2 EV Fire FAQs | EV Fire Safe
How many EVs catch fire? Do they catch fire more often than petrol cars? Our FAQs page has the answers.
www.evfiresafe.com
The fire retardant foam in Tesla battery packs must do something useful, it would be great to see EV fire stats broken out by brand.
IMO - Summer, no COVID, we're not stuck at home on random internet chatrooms trying to make friends anymore.
www.nytimes.com
Airlines Are Thriving as People Keep Traveling
Three large U.S. airlines have reported strong quarterly sales and profits in recent days because of strong demand, high fares and relatively low fuel prices.
My two nephews each got COVID a month ago. Earlier this year my BIL got COVID and is now deaf in one ear. The fuss over COVID is gone, but the disease isn't.IMO - Summer, no COVID, we're not stuck at home on random internet chatrooms trying to make friends anymore.
Airlines Are Thriving as People Keep Traveling
Three large U.S. airlines have reported strong quarterly sales and profits in recent days because of strong demand, high fares and relatively low fuel prices.
But I accept your point that people are traveling en masse rather than spending their time at home on the internet.
Ya I’ve been reading this forum since 2016, this is by far the slowest I’ve ever seen it imo.
Marc_K_inNJ
Member
Yep, it’s been a very weird day. The markets were flat as a pancake. With no volume. This forum had no action.
Almost like everyone went on summer vacation on the same day…
Gigapress
Trying to be less wrong
Gigapress
Trying to be less wrong
That wouldn’t even be all that crazy. Rebadging is pretty common and several companies, including Ford, have sold models designed by other other OEMs.
Odds of LK99 being true are going up fast now(from 23% to ~50% and bouncing around):
Will the LK-99 room temp, ambient pressure superconductivity pre-print replicate before 2025?
3% chance. Preprint here: https://arxiv.org/abs/2307.12008 Companion paper here with description of synthesis: https://arxiv.org/abs/2307.12037 Update 2023-08-05: Updating to answer some more common questions. If anything here differs from the 2023-07-27 update, this update should supersede...
Polymarket | Is the Room-Temp Superconductor real?
Polymarket | This market will resolve to "Yes" if the results of the paper titled "The First Room-Temperature Ambient-Pressure Superconductor" (https://arxiv.org/abs/2307.12008) regarding LK99 are ...
polymarket.com
So I guess the important question is how does this affect TSLA if this is true? How could Tesla use room temperature ambient pressure superconductors? How will it affect the broad market?
I assume LK99-> Nuclear Fusion -> abundance of electricity is the main impact, but I would guess that's at least 5-10years in the future.
Assuming it's not too costly, perhaps an upgrade to replace water cooled DCFC charging cables with less complex and bulky super conducting ones? Might decrease the mass of HVDC wires / busses in EVs themselves, if it's price competitive with an equivalent regular wire/bus (accounting for mass reduction, might be good enough to be only slightly more expensive per unit)?Odds of LK99 being true are going up fast now(from 23% to ~50% and bouncing around):
Will the LK-99 room temp, ambient pressure superconductivity pre-print replicate before 2025?
3% chance. Preprint here: https://arxiv.org/abs/2307.12008 Companion paper here with description of synthesis: https://arxiv.org/abs/2307.12037 Update 2023-08-05: Updating to answer some more common questions. If anything here differs from the 2023-07-27 update, this update should supersede...manifold.markets
Polymarket | Is the Room-Temp Superconductor real?
Polymarket | This market will resolve to "Yes" if the results of the paper titled "The First Room-Temperature Ambient-Pressure Superconductor" (https://arxiv.org/abs/2307.12008) regarding LK99 are ...
So I guess the important question is how does this affect TSLA if this is true? How could Tesla use room temperature ambient pressure superconductors? How will it affect the broad market?
I assume LK99-> Nuclear Fusion -> abundance of electricity is the main impact, but I would guess that's at least 5-10years in the future.
I wouldn't expect any game changing innovations in the EV space though, unlike the example of magnets for fusion reactors.
ToTheStars
Member
On the shortage of GPUs for training machine learning models:
gpus.llm-utils.org
When did Tesla start working on Dojo? Wikipedia says it was first mentioned in April 2019. That's 4 years ago already. It's like some people at Tesla are really good in foreseeing the future and that's why I keep being invested in this company.
Nvidia H100 GPUs: Supply and Demand
This post is an exploration of the supply and demand of GPUs, particularly Nvidia H100s.
gpus.llm-utils.org
When did Tesla start working on Dojo? Wikipedia says it was first mentioned in April 2019. That's 4 years ago already. It's like some people at Tesla are really good in foreseeing the future and that's why I keep being invested in this company.
Here's a twitter thread on the possible applications of this new tech, written by someone who has worked with superconductor for a decade:
Thread unroll for those who don't have twitter: Thread by @Andercot on Thread Reader App
Sounds like the biggest effect on TSLA may be on the energy storage front via Superconducting Magnetic Energy Storage (SMES)
Nice thread. Regarding the SMES, how would Tesla use these? From my understanding they have very low Wh/kg and Wh/$ but are extremely fast and can thus help to clean the noise from the current which is needed when making silicon wafers and other things. How would Tesla benefit from this? Maybe Dojo would get slightly higher yield rate for the same cost?! I guess Tesla's batteries does this in a sense, not as fast and well as SMES but compared to coal/nuclear etc a lot better.
Shouldn't superconductors be able to improve drivetrain efficiency?
Less waste heat, which on top of the direct improvement allows for more compact and lighter packaging and lowers the waste heat rejection requirement allowing for smaller radiators.
Less waste heat, which on top of the direct improvement allows for more compact and lighter packaging and lowers the waste heat rejection requirement allowing for smaller radiators.
1922 | Detroit
Henry Ford on the Road to Riches
Henry Ford
I quit my job on August 15, 1899, and went into the automobile business.
It might be thought something of a step, for I had no personal funds. What money was left over from living was all used in experimenting. But my wife agreed that the automobile could not be given up—that we had to make or break. There was no “demand” for automobiles—there never is for a new article. They were accepted in much the fashion as was more recently the airplane. At first the “horseless carriage” was considered merely a freak notion and many wise people explained with particularity why it could never be more than a toy. No man of money even thought of it as a commercial possibility. I cannot imagine why each new means of transportation meets with such opposition. There are even those today who shake their heads and talk about the luxury of the automobile and only grudgingly admit that perhaps the motor truck is of some use. But in the beginning there was hardly any one who sensed that the automobile could be a large factor in industry. The most optimistic hoped only for a development akin to that of the bicycle. When it was found that an automobile really could go and several makers started to put out cars, the immediate query was as to which would go fastest. It was a curious but natural development—that racing idea. I never thought anything of racing, but the public refused to consider the automobile in any light other than as a fast toy. Therefore later we had to race. The industry was held back by this initial racing slant, for the attention of the makers was diverted to making fast rather than good cars. It was a business for speculators.
Xepa777
Banned
You bet Tesla is gonna capitalize on it. I am personally pinging all of my Tesla employee friends on Facebook chat now about this lmaoOdds of LK99 being true are going up fast now(from 23% to ~50% and bouncing around):
Will the LK-99 room temp, ambient pressure superconductivity pre-print replicate before 2025?
3% chance. Preprint here: https://arxiv.org/abs/2307.12008 Companion paper here with description of synthesis: https://arxiv.org/abs/2307.12037 Update 2023-08-05: Updating to answer some more common questions. If anything here differs from the 2023-07-27 update, this update should supersede...Polymarket | Is the Room-Temp Superconductor real?
Polymarket | This market will resolve to "Yes" if the results of the paper titled "The First Room-Temperature Ambient-Pressure Superconductor" (https://arxiv.org/abs/2307.12008) regarding LK99 are ...
So I guess the important question is how does this affect TSLA if this is true? How could Tesla use room temperature ambient pressure superconductors? How will it affect the broad market?
I assume LK99-> Nuclear Fusion -> abundance of electricity is the main impact, but I would guess that's at least 5-10years in the future.
they have the capital, engineering-driven culture to change corporate strategy, and manufacturing prowess to scale.This has wide ranging applications for energy storage products to cars to Optimus. Very broad ranging.
IMO if this pans out then we’re going to get a glimpse of a real singularity timeline. It’s gonna get real, and I’d dump a ton of money in stocks because we’re going to be entering a golden age fueled by radical technological innovation that would make Cathie Woods blush. Would probably even overwhelm macro headwinds from a Taiwan invasion.
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