1/ I'm advised that DOE was experimenting with tab-less batteries back in 2011. There may well be a reason why no one uses them. h/t @TeeKay_EV

Battery Day
2/ See page 3, point 3. You need to put these two together, as Twitter blocks the whole link:

nrel.gov/transportation

/assets/pdfs/50248.pdf
3/ or, let's try this:

https:

//www.nrel.gov/transportation/assets/

assets/pdfs/50248.pdf
4/ I'm no expert in the field. Obviously, the experts need to weigh in.

Regardless of whether it's eventually feasible & sensible, is most evidently far from demonstrating either.

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More from @montana_skeptic

Jul 11, 2024
1/ Random thoughts about Tesla. A short thread.
2/ As @Tweetermeyer, who now lives happily at Thre*ds has observed, Elon Musk invented the meme stock phenomenon in 2013. Since then, Tesla has traded on Musk lies & bullshit, with major assists from crooked & cynical analysts such as Ives, Jonas, Ferragu, etc. ...
3/ There are also the shameless pumpers who mix into their cynicism a big dose of stupid. Cathie Wood is the best example. She has incinerated at least $14B of her investors' money, yet wallows in extravagant personal wealth from hundreds of millions in fees.
Read 11 tweets
Apr 29, 2024
1/ I've taken a look at the NHTSA's most recent update by its Office of Defects Investigation. It's devastating for Tesla in numerous ways.
2/ It's a cornucopia of exceptionally helpful information for attorneys pursuing claims for injuries or death to their clients.
3/ It's ammunition for any Tesla owner wanting his or her money back for the defective Enhanced Autopilot & FSD products that Tesla sold.
Read 6 tweets
Apr 23, 2024
1/ So, $0.34 GAAP EPS fully diluted. Assuming things get no worse for the rest of 2024, that would be $1.36 GAAP EPS. That works out to a P/E ratio (based on AH price I'm seeing right now) of about 112. Or, about 18 times higher than industry average. (But things will get worse.)
2/ This is for a company that is shrinking, not growing. That made a strikingly vague promise about accelerating the production of new models. That burned $2.5B in cash in Q4. That has continued to slash prices.
3/ But, that vague promise has the market juiced up, it appears. So, while the fundamentals are simply terrible, the pumping & madness of crowds continues.
Read 5 tweets
Oct 6, 2023
1/ Musk & the Law. Short thread.

First, the 2011 Administrative Order to which Twitter agreed to resolve shortcomings in data privacy & security practices. Naturally, Musk wants out. And, predictably, his counsel filed a motion that grossly misrepresents the state of affairs.
2/ The FTC isn't buying it, and slapped back hard. (Enjoy the citations to SEC v. Musk actions.) I'm guessing Twitter loses this one.

(h/t @weed10_weed)

s3.documentcloud.org/documents/2397…
3/ Interesting side note: Musk at one point instructed his Twitter staff to give a certain "journalist" full & unrestricted access to all Twitter accounts & info. "No limits." Now, who might that "journalist" have been? Image
Read 7 tweets
Sep 9, 2023
1/ A few thoughts about @WalterIsaacson's backpedaling on his stunning claim that Musk personally directed Starlink engineers to thwart a Ukrainian attack on Russian Black Sea naval vessels by turning off internet coverage within 100 kilometers of the Crimean coast.
2/ The claim appears in an excerpt from the imminently forthcoming "authorized" Musk biography. The excerpt appeared in @washingtonpost:

washingtonpost.com/opinions/2023/…
3/ Another excerpt from the same biography appeared several days ago in @WSJ. It presented a laughably distorted account of Musk's acquisition of Twitter.

wsj.com/tech/elon-musk…
Read 23 tweets
Jul 7, 2023
1/ Oh my, oh my, this becomes so much more tastier all the time. Our friend @chancery_daily is deeply immersed in the story, & writes this for those following the inside baseball. Here's a quick translation for the rest of us...
2/ First, Wachtell, Lipton, Rosen & Katz represented Twitter in negotiating the merger agreement with Elon Musk's "X" companies. Wachtell did a BRILLIANT JOB.
3/ Big Mr. Tough Guy Elon said of his merger offer, "Take it or leave it."

Twitter took it; Wachtell drafted an agreement in which Elon waived all due diligence; Elon - the Great Genius of Our Times - signed it.
Read 21 tweets

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