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pjc50

113,410 karma · joined July 8, 2013

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pjc50··on Tesla to wind down Cybertruck production
A stock drop does not in and of itself kill a company which has positive cashflow, although it may give the executives heart attacks and leave it vulnerable to takeover.
pjc50··on Tesla to wind down Cybertruck production
It's interesting to try to work out what the civ-style "dependency tree" of viable electric cars has been. It requires at the bare minimum high energy density light batteries, which were a spinoff of the cellphone revolution. As well as high efficiency digital power control, which while not impossible in 1970 would have been larger and heavier without modern SiC semiconductors.

Solar panels are an even more remarkable example of compounding a thousand different 1% improvements.

pjc50··on Tesla to wind down Cybertruck production
> European sales are going through the roof

A side effect of Trump's war with Iran is that every country which doesn't have sufficient domestic oil production, which is most countries especially in Europe, has accelerated their EV transition. Buyers are grabbing every EV they can get their hands on, and yes Tesla are the leader there.

https://www.reuters.com/world/uk/uk-electric-car-registratio...

"Tesla (TSLA.O), led the UK BEV market year-to-date, with registrations up 25.4% from a year earlier and a 9.53% market share South Korea's Kia (000270.KS), and China's BYD (002594.SZ), continued to compete for second place, with market shares of 6.9% and 6.8%, respectively"

The Kia model breakdown: https://www.kiapressoffice.com/releases/1975 (mostly Niro, now withdrawn, then EV6)

pjc50··on Tesla to wind down Cybertruck production
For better "swing for the fences", have a look at Renault.
pjc50··on Tesla to wind down Cybertruck production
The owner has not (yet) been arrested for cocaine trafficking, though.

(The history of John DeLorean is quite the read!)

pjc50··on Tesla to wind down Cybertruck production
Arguably the longest lived successful British vehicle, the Transit. https://www.fromtheroad.ford.com/eur/en/articles/2025/transi...
pjc50··on Tesla to wind down Cybertruck production
That forces a redesign of all the car electronics. While it might well be a good idea anyway from an R&D point of view it's undeniably expensive.

(I have a very slight visibility on 48V car audio R&D, for example. Most digital electronics could be adapted with a different DC-DC converter but the audio power amp stage takes direct supply voltage)

pjc50··on Tesla to wind down Cybertruck production
I think they have a future as a "normal" car company, but in order to do that they'd have to manage to deliver a new "normal car" model at some point, and accept normal stock prices.

That EV market share direction in the US, though .. really bad compared to non-petrostates (except Norway)

pjc50··on Tesla winds down Cybertruck production after years of poor sales in few markets
I'm looking foward to the arrival later this month of my 280PS ""compact"" EV (Abarth 600E), which will be roughly as much power as every other car I've owned put together.
pjc50··on Tesla to wind down Cybertruck production
Yet again I consider the disparities between the US market, as described by commentors, and the UK market. Cybertrucks never made it to road legality here, and would probably have required an HGV license (if the maximum manufacturer permitted vehicle+load weight is over 3500kg).

The US style pickup is pretty rare. There are some Ford Ranger/Raptors, which look comically large but are apparently smaller than the common F150 (??). People who need a truck bed get a Ford Transit or similar with the bed variant.

Agricultural use cases are handled with actual tractors (who can use the cheaper "red" diesel!)

pjc50··on Tesla winds down Cybertruck production after years of poor sales in few markets
Just to be clear, the earliest possible date for no further increase in temperature under the most optimistic IPCC scenarios is 2050. Actual decline to pre industrial levels at best around 2100.
pjc50··on Tesla winds down Cybertruck production after years of poor sales in few markets
No mention of Tesla on that page?
pjc50··on Tesla to wind down Cybertruck production
Two-person taxi is actually reasonable for the modal journey, but absolutely doesn't cover all use cases or accessibility.

The cybertruck was an early example of what someone on bsky called the "everyone is twelve now" theory: it looks like it was drawn by a small boy's idea of "cool", with zero further thought.

pjc50··on Britain to make salary disclosure in job ads mandatory
> What exactly do zoom meetings, email threads, and spreadsheets get you in life?

OK, now ask the same question of fathers.

pjc50··on Britain to make salary disclosure in job ads mandatory
The candidate isn't going to complain if you give them _more_.
pjc50··on Britain to make salary disclosure in job ads mandatory
> women on average in the UK have 2 children, and take four years out of work to have them, and when in work, work for 9 years part-time. That creates a theoretical paygap of 20% on a 40 year career.

And people wonder why professional women don't want to have children any more.

pjc50··on Britain to make salary disclosure in job ads mandatory
You do have to give them a P45 and they can work out your pay from your tax code.
pjc50··on Britain to make salary disclosure in job ads mandatory
Imagining this problem is just a sign that your company can't do pay grades or job titles properly. Or work out the concept called a "bonus".

The thing is, if you're rewarding performance through _process_ it ends up being more public and you have to have a written justification for it. Not just favouritism.

pjc50··on Basically no one is using AI agents for their DoorDash orders
We got something called "glean". It is better than Confluence search, because confluence search is utter crap. It's just a keyword scan with no concept of relevance.
pjc50··on Basically no one is using AI agents for their DoorDash orders
> My wife is a dentist. She brings her lunch because its cost effective. Her assistants all order door dash, _regularly_.

Ah, this is the new marshmallow test, except instead of "can you leave a marshmallow uneaten on the table" it's "can you avoid summoning a taxi to take a single marshmallow to your house".

(Bluesky calls this "burrito taxi discourse"; I do notice that a lot of the people who claim that delivery is absolutely essential to them give an impression of privileged learned helplessness while at the same time claiming to be poor. Perhaps that's unfair, or perhaps not. I'm just a higher earning middle aged professional like the rest of HN, who rarely orders delivery food)

pjc50··on Basically no one is using AI agents for their DoorDash orders
As with smartphone IAPs, this falls apart as soon as it encounters small children who like to press buttons.
pjc50··on So my ISP was hijacking my DNS
Huh, tried this on my phone and I get an error "DNS points to local or disallowed IP" page from Cloudflare. Either they've experienced some sort of nameserver registry level takedown or they've messed up their DNS.
pjc50··on So my ISP was hijacking my DNS
What about it? Unless they've hijacked your local cert store somehow (which corporate machines do), they can't see inside the TLS. They can detect that you're connecting to somewhere and probably infer that it's some VPN, but only the most repressive countries actually block VPNs altogether.
pjc50··on So my ISP was hijacking my DNS
They might be proxying all your traffic through a "WAF". I've noticed that even quite a lot of regular websites linked on HN on "non standard" domains are simply unresolvable on my work network.
pjc50··on So my ISP was hijacking my DNS
That is regulation! You do actually have to win the argument for liberalism in public if you don't want your fellow citizens to keep trying to stop you doing this.
pjc50··on Residential proxies detected on White House network
He got gifted an entire jet!
pjc50··on US voters roundly reject data centers in ballot measures
Advancing civilization to what temperature?
pjc50··on US voters roundly reject data centers in ballot measures
Ah, but what if you could automate smashing every car window in the city? That would really drive profit to your autoglass business!

(ghost of Bastiat laughs in the distance)

pjc50··on US voters roundly reject data centers in ballot measures
OK, fine, but the DC construction cannot start until the nuclear plant is online.

(now you have two planning permission problems!)

pjc50··on US voters roundly reject data centers in ballot measures
If I get a vote about new economic activity, and it makes me personally poorer, I'm going to need a very good argument as to why I should permit it. Or, you know, pay me.

If the data centers hadn't been _quite_ so hostile to absolutely all their critics and instead had simply offered to pay for some local schools or libraries or something, at like 5% of the cost of the data center, this would have gone differently.

Instead Altman says it will destroy the world: https://www.techradar.com/pro/quote-of-the-day-by-sam-altman...

So it's bad for the world according to its proponents, and at the same time, a bad neighbour? Why would anyone not vote against it given those?

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