1x Tsla Discussion Threads

[hosede] 24/7/2023 14:48

So I guess that means that the heat is concentrated in cloud free areas - which can still contain quite a lot of water vapour - and that seems to be what we are seeing.
isn't that also why SO2 is a cooling gas - it tends to form sulpurous/ic acid droplets which reflect sunlight

[cfb2] 24/7/2023 14:22

As the earth heats up more water causes clouds to form and these reflect the light, known as the albedo effect.

[hosede] 24/7/2023 13:53

Snowball Earth is worth seeing though he presents it as fact while a lot of it is conjecture; but the main point I took from it was that as the earth cooled and more water turned to ice both H20 and CO2 in the atmosphere diminished so the cooling was self accelerating; and the exact reverse is happening today.
People keep talking about " by 2100 XYZ will happen" I suspect it may happen much much sooner - and in a few years we could have tens of millions of people dying of heatstroke. Apparently at 106F cell walls start to break down - which is why medics - I remember as a child - got very worried if you reached 104.

[cfb2] 24/7/2023 11:33

If you take the position that it is all futile then climate change will be a self fulfilling prophecy. I haven't seen Chris Packham's Snowball earth but I have been keeping up with news on a number of climate feedback mechanisms that they are discovering and it is pretty frightening.

I think hard about what effect I am having on the planet and try to improve it, as I suspect the majority of people are doing. The 1% who think it is business as usual are the problem. Recently I was listening to someone saying that they struggle with their mental health if they don't have at least two foreign holidays a year did momentarily make me question whether my efforts are worth it...

[hosede] 23/7/2023 22:38

Anyone seen Chris Packham's Snowball earth?
One thing that I had overlooked stood out for me - Water vapour is a very potent greenhouse gas; and every one degree C rise in temperature increases atmospheric water vapour by 7%!!
So the warming process is self accelerating - just as was the cooling in that period 650 odd million years ago.
So I suspect that EVS and just stop oil are probably futile - we are crying over split milk.

[hosede] 23/7/2023 12:31

From the news over the last few days it's looking like what we are doing is mainly "crying over spilt milk". Global climate change is at hand - and how!

[garybrandon] 23/7/2023 12:09

The legal dispute with Cap-xx over a patent via Maxwell that Tesla holds is very similar to a patent that Cap-xx (CPX) also own, I was wondering if this is one reason why it’s not yet been released? ( the legals have been 3 years so far)

[garybrandon] 23/7/2023 12:03

I was referring to the 4680 dry cell electrode battery pack

[blue59] 22/7/2023 16:57

Which oil company is paying you?

[johnwise] 22/7/2023 06:46

VIDEO

The nightmare of EV ownership and the cold reality of blood batteries

[cfb2] 21/7/2023 19:42

Are you referring to the 4680 cells going into the structural battery pack? They've been going into cars for ages. Maybe you are confusing Tesla with GM, or a number of other companies, who are working on a new battery pack?

Toyota has been saying they have solid state batteries that are 4 times better than everyone else's current best and can charge in 10 minutes. Unfortunately, they've been saying this for about 10 years now. Maybe they've been distracted by the wheels falling off the only EVs they've sold (BZ4X).

From "battery day", back in 2020, Tesla announced many areas they were working on to produce cheaper and higher energy battery packs. Most of these technologies have already made their way into the new form factor batteries and battery packs.

Tesla's dry battery electrode process is yielding batteries but is still being ramped up. Once that process is working at scale it'll significantly reduce the factory size requirements and get rid of all the nasty solvents byproducts that traditional batteries have.

The cost of the different battery types and power requirements mean that different batteries end up in different vehicle models.

[garybrandon] 21/7/2023 16:49

Has the much talked about “New battery pack,” been fitted AND released?

[blusteradjuster] 21/7/2023 14:47

Hosede will get his catastrophe - eventually.

[hosede] 21/7/2023 14:04

A lot of US workers now threatening to strike for big wage increases. More inflation and more rate rises perhaps. The bear market in rates ended last year after thirty odd years. The bull market will likely be comparable in time.
Some people are showing charts with the FED rate falling back to 2%. It's not going to happen - (unless things get really dire)

[cfb2] 21/7/2023 09:17

Tesla have been pushing down the price of their models by economies of scale. The average price for a new car in the US is $46k. Base Model 3 is $39,990 and that is before IRA tax discounts.

Tesla are about to start shipping their CyberTruck, which is a direct competitor to Ford's Lightning,

Rumoured that the new Gigafactory in Mexico is for their next model of car (Model 2?). Tesla have explained some of the innovations they are using to cut cost of production by 50% for this car.

Whether a downturn in the economy can support these sales is something we'll find out.

So far it seems that Ford's order book have dried up and now have an oversupply of their trucks (maybe customers are waiting to see how good the CyberTruck is?). VW look like they are about to go bankrupt. ICE cars are not selling and inventory levels are currently at a decade high.

I know I'm not smart enough to predict macroeconomics but over the past year from one day to the next it looks like we're either in a recession or we aren't. Continuously raising interest rates is probably the biggest driver but who knows...

[hosede] 20/7/2023 21:21

Gary
Ignorant? I think "cavalier" might be a better adjective - but I think Tesla's problem is that the market for such expensive cars is limited - especially with the world entering a severe recession.

[cfb2] 20/7/2023 19:23

What do you think Musk is ignorant of? He has put together a team at Tesla that has produced the Model Y which is the best selling of any other car, EV or ICE.

I find it strange that anyone would choose a car with the top criteria based on the image of the CEO. Sales of the model Y suggest price, performance, safety, reliability, comfort, value, functionality, and for EVs, range are more important things to consider when buying a car.

I have heard some people sold their Tesla car when Musk said he would vote Republican, and again when he bought Twitter, but such people are likely to be fickle and hardly worth targeting for car sales.

[garybrandon] 20/7/2023 17:15

Elon comes across far too ignorant for my liking, I’d look at buying other EVs before a Tesla and this is becoming a common problem that is growing, he needs to do a drastic image change !

[hosede] 20/7/2023 10:14

Could have been worse, but with interest rates reverting slowly to the Norm, any PE above 25 is just plain silly - and the margin squeeze looks likely to continue

[blue59] 20/7/2023 06:40

good buying opportunity this morning!

[garybrandon] 17/7/2023 20:08

4yrs ago CAP-XX started this case, Tesla just trying to play the long money run game imo

[hosede] 12/7/2023 15:21

Yes - thermodynamics - Remember doing the "dreaded" Carnot cycle for A level physics. That's why ICEs work better with cold air