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  1. cvalue13

    The auto industry is distancing itself from Tesla in response to new crash reporting rule

    A few distinctions as I understand it: Manufacturer testing: Manufacturers do their own testing, which data they need not release to anyone. What testing they must do need not include any specific thing, including physical crash testing. But, manu’s do have to certify to federal regulators...
  2. cvalue13

    Tesla teases new product "CyberVault" .... what is it?!

    For one swallow does not make a spring, nor does one day; nor, similarly, does one day or a short time make us blessed and happy.
  3. cvalue13

    Tesla teases new product "CyberVault" .... what is it?!

    how do you know they *are* excited, versus Tesla attempting to excite them? your comment is baseless
  4. cvalue13

    Tesla teases new product "CyberVault" .... what is it?!

    So inside the ā€œvaultā€ is a …. standard charger? What Incant tell is, is this thing actually constructed/intended to let the owner literally lock up and secure their charger? If so, then that’s maybe an interesting idea for and insight into a market like China Their ā€œhomeā€ chargers are going...
  5. cvalue13

    Tesla teases new product "CyberVault" .... what is it?!

    I’m wildly guessing for fun a Powerwall-like power storage bank for Chinese market, perhaps distinguishes from the Powerwall by having larger capacity for commercial buildings, or instead targeted for use in high-rise apartment units (where most live), or utilize second life vehicle cells/packs...
  6. cvalue13

    Portable Wind Tunnel at Giga Texas--

    but not for aerodynamics, and instead for wind acoustics (eg testing cabin noise)! https://media.ford.com/content/fordmedia/fna/us/en/news/2016/05/04/world-first-mobile-aeroacoustic-wind-tunnel.html Which would explain also the turntable: unlike aero drag tunnels (need head-on wind only), to...
  7. cvalue13

    Hiro Mizuno: disappointed in Toyota & other Japanese auto makers. Wake Up.

    what? he purports to be extrapolating from a ā€œstartā€ at Tesla in 2017 to what he argues is a parallel ā€œstartā€ at Ford e in 2022, then discusses it as though what Tesla accomplishes in 2022 is a parallel to what Ford projects it will accomplish in 2027 - from that he concludes that even at 2027...
  8. cvalue13

    Hiro Mizuno: disappointed in Toyota & other Japanese auto makers. Wake Up.

    see immediately prior post it may not be wrong, but if so, it’s not for any reason he is basing his comments on
  9. cvalue13

    Hiro Mizuno: disappointed in Toyota & other Japanese auto makers. Wake Up.

    I’m not even a public company CFO, but feel I don’t have to watch much of this to why these ā€˜Tesla’s [X] year compared to Ford’s [X] year’ comparisons are silly. but let’s humor it. guy takes Ford E’s YE 2022 numbers, and Ford’s projections for YE 2026, where Ford projects 8% EBIT on a...
  10. cvalue13

    Hiro Mizuno: disappointed in Toyota & other Japanese auto makers. Wake Up.

    just after that, he does a hack job ā€œcomparisonā€ of Tesla EBIT in 2016 compared to Ford’s EV unit last year, as comparisons Jeez I wish I could find a source for more rigorous information about the EV market. one direction or the other, it’s just click-tube soundbite after dig may as well be...
  11. cvalue13

    DeLorean Alpha: Taking reservations with an interesting methodology

    Know your just speaking loose, but at first blush reading your characterization it actually sounds like one of the more real-world applications of blockchain + NFT. It is no more or less bizarre than the paper ā€œtitleā€ Texas sends me for my Lightning, that I’m supposed to keep away from fire...
  12. cvalue13

    Tesla Mexico Plant Confirmed by Mexican President - Feb 28

    Having led deals like this on behalf of companies like this: it doesn’t feel like an orchestrated/vetted announcement by the MX president Musk prob doesn’t care much, but there are prob a fleet of compliance/legal folks in Tesla having a hectic night tonight
  13. cvalue13

    First Supercharger with Magic Dock CCS Adapter charges up a Rivian

    ultimately, I think the federal funding is predicated on there being a one-stop-shop method for locating and paying for the chargers. of course if Tesla is doing these outside the federal funding, bets are off
  14. cvalue13

    First Supercharger with Magic Dock CCS Adapter charges up a Rivian

    admitting I’m also not an expert on how these funds are deployed, I believe that in the scenario you lay out above it would mean Tesla is receiving minimal funds. I’d presume the funds provided are tied to the proof of cost of the relevant portion of upgrades that achieve the federal goals (eg...
  15. cvalue13

    Master Plan 3 Coming March 1 on Investor Day

    ā€œyes and noā€ to what, exactly. apologies, I’m not following what you’re taking exception to. Seems like you thought I was somehow asserting that different tools aren’t for different jobs?
  16. cvalue13

    Tesla to open ~20% of its U.S. Supercharger network to other EV by end of 2024

    As far as the regs/incentives are concerned, the relevant ā€œcharge desertsā€ are those areas without vehicle-agnostic chargers. PLENTY of those in large swaths of the country. And, the regs/incentives are further looking to accomplish vehicle-agnostic chargers no less than every 50 miles...
  17. cvalue13

    Tesla to open ~20% of its U.S. Supercharger network to other EV by end of 2024

    Spent some time learning on this today, and a few key takeaways: Most of the >$7B in funding is directed towards the states, through the NEVI program, which to receive money to dole out at the state level to builds within the state have to meet several criteria: Gaps of no more than 50 miles...
  18. cvalue13

    Master Plan 3 Coming March 1 on Investor Day

    given our now annual ice storm issues here in central Texas, I just two weeks ago got my ego 18ā€ chainsaw and have loved it. I have pretty light duty/infrequent chainsaw needs. man an admission: with replacement chains being only $30, I’m very likely to just buy several before at some point...
  19. cvalue13

    Master Plan 3 Coming March 1 on Investor Day

    gotta get in that EGO ecosystem. They’re why I think Tesla doesn’t need to get in this space with EGO’s battery options up to a 12ah, only limit to run time is your wallet they have a handheld blower at 765 CFM then there’s their commercial series backpack that attaches to various implements:
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