pokerhobo

The newer 3/Y already addresses both suspension and noise. Not the refreshed 3, the one prior.

Seems like the responses ignore that fact that it’s not illegal to have a monopoly. It’s illegal to unfairly use your monopoly to prevent competition. That’s what this is about.

SoftBank made a ton of stupid investments like WeWork and was bleeding money. They needed to cash out their ARM investment to recoup major losses.

You do know that lidar has resolution and a vacuum doesn't need high resolution for its needs vs a car?

It's suicide to have a one-direction patent sharing agreement. The whole idea of patents these days is defensive patents to avoid mutual destruction. That's why patent trolls (companies that buy and hold patents, but don't actual make anything) are so bad for the industry.

The CCS-1 connector is designed by committee and objectively worse than NACS. NACS is smaller (cheaper to make and less heavy to use), require smaller wires, can support higher wattage. Also, the significant majority of EVs in North America already have NACS and the significant majority of chargers also has NACS. Superchargers are slowly rolling out Magic Dock so that CCS-1 EVs can use Superchargers. I get the hate on Tesla (or more specifically Elon), but NACS is simply better for everyone.

Tesla did not force Ford to adopt NACS. The announcement is from Ford, not Tesla. Tesla is already opening up Superchargers using Magic Dock for existing CCS-1 EVs. Ford sees the benefit of NACS and simplifying the experience for their customers to the largest charging network. Looks like a win-win to me.

CCS type-1 (North America) and CCS type-2 (Europe) are NOT compatible. And China has their own standard.

They wonder why they have to obey humans

Several big issues with swap stations:

- charging allows for parallel charging while a swap station would allow for 1 vehicle to be swapped, so you could have a line of cars waiting to swap that would take just long or longer than charging

- swap stations need full size battery packs that could otherwise be used to sell another BEV

- battery degradation would upset folks who had a battery with 100% range only to be swapped for a used battery with 80% range

- unless they carry different form factor battery packs, they are limiting their vehicles to same size packs basically forever, so forget about larger packs or smaller packs depending on vehicle size

Their bz4x shows har far behind they are (not to mention wheels that fall off)

Does that include however big their teams are who have been working on an EV and AR glasses for a long time?

This headline reminds me of this article from 2 months back: https://www.cnbc.com/2022/11/23/google-has-avoided-mass-layo...

AMZN is completely propped up by AWS and AWS growth is slowing.

Existing Teslas can accept various voltage for charging. Obviously, the lower the longer to charge. Pretty sure the Tesla Semi CAN charge at up to 1000V, but doesn’t require it, while the competitors CANNOT charge at 1000V.

Anything that runs over fiber isn’t viable for remote areas due to cost of trenching and laying out fiber.

This article is a repost from at least 3 months ago. Myerson, Keane, and Kipman are no longer at Microsoft

Agree they should have treated their reservations better, but their reservation holders were only going to help them lose money faster. It doesn't help anyone if they go bankrupt. I don't think they can just blame inflation although I'm sure that's a big factor in their increased losses, but watching some tear down videos, they have lots of opportunity to reduce costs.

Lidar also has problems in rain, fog, snow, etc… FLIR would actually be better

WA, OR, and CA have all passed state laws to stay on DST. Waiting on federal govt to allow it.

So why haven’t you switched carriers already?

Consider that Tesla has been consistently raising prices due to parts and demand, the best time was probably yesterday.

Ford has almost $100B debt and $46B in cash with net profit margin of 2.3%, gross profit margin 8% with revenue down year-over-year. Tesla has $14B debt with $16B cash 5.2%, gross profit margin per vehicle is 30% with revenue increasing >50% year-over-year. Tesla is priced for future expectations.

No FSD, they are paying $42k per Model 3 which is “nicely appointed” not base models. FSD would add $10k per vehicle. They can always buy FSD later (although price is expected to keep going up). But presumably they are locked to the $42k price now over the next 14 months even if Tesla keeps increasing the price.

It’s interesting that Hertz’s CEO is the former Ford CEO

Hertz can use this to differentiate themselves: “return the car without worrying about filling it up!”

The cost of electricity is probably less than $5, plus the time they spend cleaning the car for the next person they can get to 80% charge

Part of the safety score is based on g forces. So if you do a smooth stop by braking ahead of the stop, you’ll have less g forces. If you slam on your brakes, well, you’ll have a lower score due to higher g forces.

It doesn’t matter if Tesla is losing marketshare if they continue to grow deliveries >50% year over year while being production constrained