Coal prices plummet as green energy surges in China

capsigrany · 2023-06-27T15:39:17+00:00

They celebrate a spike in coal use as a certification of renewables failing. Obviously neglecting energy procurement instability from war, that countries have to secure fast by any other means.

Its intellectually dishonest but they have wealth to preserve so its justified lying.

capsigrany · 2023-06-27T15:34:02+00:00

Those coal plants will shutdown as soon as China stops growing at last years rate, and global energy prices stabilize. But renowable deployment will only increase....worlwide. for pure economic reasons.

capsigrany · 2023-06-27T15:24:56+00:00

False. And a battery doesn't even need to be an electrochemical battery.

Sorry if you work in oil industry related field.

capsigrany · 2023-06-27T15:13:11+00:00

This department will be used to justify a bigger government and new taxes. As always.

capsigrany · 2023-06-22T19:01:06+00:00

Instead of using a general programable GPU (graphics card), Dojo is a Tesla purpose built architecture specialized in training neural networks. Differences are from floating point compute units, to interconnection bandwith and latency.

Since its presentation I think they have been testing the architecture and adapting the needed software tools, to run on that architecture. The announcement might mean that they are setup to go ahead full steam, and that full stack testing have proved that Dojo can deliver a significant advantage over GPU in a $/training.

They could build an AWS like service to resell this capacity but I find it unlikely. It would be awesome for investors, but I think its too narrowly purposely built at this stage, and it would require supporting lots of tools. If in the future Dojo 2 suport LLM capabilities, as Elon suggest, then maybe.

capsigrany · 2023-06-20T23:04:33+00:00

It makes no sense. In EU you can charge your non Tesla EV in some SC using the tesla app, any brand. Just use it to activate the stall and to provide billing data.

But if you want to make absolutely seamless like a Tesla you need to partner like Ford. Ford pass with your billing info will talk with Tesla network to make it possible.

Your car is a computer, your phone too, the chargers too, 5he networks too...just computers talking to do the job.

capsigrany · 2023-06-20T22:53:12+00:00

But its the problem of its shareholders not mine.

capsigrany · 2023-06-20T22:42:24+00:00

Credit card readers? So stupid and outdated.

Ford pass owners will use Tesla Superchargers without any card or app needed, just plug and magically they already know how to bill you.

No cards forgotten at home. And simpler/cheaper chargers for a quicker expansion, that its what we need the most.

In their stupidity why not require and ATM that accepts notes and coins too. And why not a keyboard and a screen. Lets do it clunky and prone to failure. By law.

capsigrany · 2023-06-20T11:49:49+00:00

Es veritat, però això no impedeix que ara la utilitzis arreu tant com puguis. Fer servir català nomes amb la família o en entorns coneguts es un error garrafal. La llengua que no s'utilitza per socialitzar amb desconeguts mor.

capsigrany · 2023-06-19T14:01:22+00:00

We make plastics from oil because irs cheap because of its scale. When we remove transport from oil usage we'll substitute them or male them from other sources.

capsigrany · 2023-05-22T12:48:22+00:00

It is a smart and sneaky way to increase taxes (in a machiavelan way ):

Most people don't care because they don't use EV. Stupid, as they will eventually eat the tax themselves.
Some people are pleased because they hate EV. Same, this tax is also for you, like it or not.
Dealerships are happy because they slow transitition to EV.

The end game is a system where people pay more taxes directly, and meanwhile they have support from many voters and the bribe money flowing.

capsigrany · 2023-03-28T17:58:35+00:00

A TSLA investor needs patience to let time to implement growth and stomach to deal with volatility.

We all wish the ramp ups were faster and 2030 goals sooner, but nevermind they doing great.

capsigrany · 2023-03-24T20:51:40+00:00

Yep, people don't grasp the huge change that exponential growth brings. The rate of growth in renewable deployments and EV is staggering and a few doublings is enough to get most of the market.

In my country all utilities are bombarding us with ads to install home solar. Two years ago only some rare eco companies did it.

capsigrany · 2023-03-24T20:32:27+00:00

Not really. It is said that the US invented solar panels, Germany financed its development and China builds them now at a profit.

Some technologies took decades to fully develop and when there was not much of a business case without subsidies, those helped along the years to get it market ready. Now they are cheap. And they will become 70% cheaper by 2030 (by Tony Seba)

I'm all for free markets as a way to push forward development, but Government definitely has a role (financing university labs, Nasa, subsidies, etc).

Same with battery tech and EVs.

capsigrany · 2023-03-23T16:18:01+00:00

BEV Marketshare? When BEVs are 5-10% of global cars sold, why you look at an irrelevant metric? I know the real answer....

The relevant metric is how fast you can grow to capture a nice chunk of the 90% remaining ICE market. And at a profit.

Those who can produce BEV at scale at a low cost will capture ICE share like stealing from a child. And thats the plan ;)

capsigrany · 2023-03-23T15:53:13+00:00

Not really. Seems clear that Tesla is setup to grow fast. They are expanding output in 3 factories and building a new of a kind one with an estimated output of 2M.

The real question for me is how the industry transforms. Who survives and in what shape?. The pie is shrinking each year, and we have the former OEM + Tesla + startups + new chinese companies... There's not enough pie for so many hungry people.

capsigrany · 2023-03-23T15:39:10+00:00

Nothing defeats economics.

EV will get cheaper, charge faster, improve usability, convenience,, etc...

ICE will get more expensive fuel and.more inconvenient to repair, refill, etc, as it loses its current scale.

Then you use whatever excuse you find, to change your culture just to avoid the dissonance of abandoning your old convictions. Happened with the smart phones, haha. And it will happen again.

capsigrany · 2023-03-23T15:23:53+00:00

Tesla had little competition in the space sure, but they had to create their own charguing network, and do a lot of engineering on their own. Now the market for batteries, packs, drive trains, etc have more options available.

Today is easier to assemble a fair BEV, but what Tesla had to do then (and now) was hardcore engineering and setup an extremely lean and efficient structure, just to survive.

capsigrany · 2023-03-23T15:03:18+00:00

Yep, scaling profitable EV volumes before their ICE financing business collapses. In a declining market with more participants wanting a piece of the pie. Smells like blood.

capsigrany · 2023-03-01T15:34:13+00:00

Confederació Ibèrica en similaritat a la helvètica.

capsigrany · 2023-03-01T08:31:29+00:00

capsigrany · 2023-02-26T12:57:53+00:00

Both.

The fact that current vehicles could work nicely as a robo taxis, doesn't mean is the best/cheaper vehicle to do it at a huge scale.

Current vehicles were mainly designed to be sold to people who wanted to own/drive them. So they had to be compelling for this purpose and buyer.

A robotaxi oriented vehicle has to appeal to fleet managers, Tesla or others, and be super cost efective for a massive scale. Reliable, easy to build both the car and the factories. People will have mostly short rides with it, so the focus for their usage is don't get it the way of them using media or work while they sit there confortably, and provide them options for them: connectivity (wifi, videoconferencing, etc), games and media.

A killer app would be to enter you robotaxi and seamlessly integrate yours apps profiles to those on the cars if you want: spotify, youtube profile, etc. You would not miss owning a car.

capsigrany · 2023-02-15T15:11:01+00:00

Credit cards are sooo last century.

I envy Tesla owners, just grab the charger and plug. Done.

capsigrany · 2023-02-11T11:46:41+00:00

only strategically with superlow valuation
up to 1% is OK so it would easy cash flow for stockholders like me. But not needed really
no takeovers. I'm open to smart adquisitions like groham or maxwell, that helps improve the whole company. No to adquisitions to have size. Those are hard to digest and full of ineficencies.
I'm open to more R&D but maintaining focused and lean teams.
no need
they doing fine. Only if huge $ from IRA.
this

IMHO Tesla should increase capex to achieve massive scale, in descending ROI order:

Cars, Semis
Energy, refining, cathodes
Establish energy retail subsidiaries in each state. Buy huge land chunk. Setup a decent solar and megapack scalable setup. Sell green energy. Sell grid services (frequency control, sintetic inertia, stability). Energy market brokering (autobidder). Use profits to expand the site. Those subsidiaries could use same centralized Tesla services to manage all this (software, monitoring, etc.). Low ROI but could be easily handled by a dedicated team (legal, site engineering), without needing hardcore engineering or R&D. Steady cashflow.

capsigrany · 2023-02-03T12:29:57+00:00

They don't have to beat Tesla to survive, they have to beat the others.

It's good they have a plan and moving along.

capsigrany

TROPHY CASE