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14 Apr, 6 tweets, 1 min read
THE FUTURE OF MOBILITY - Part 4

Autonomous vehicles are going to become commonplace

But do not assume that we know the implications of that new reality yet

Personal owners will demand it in their new electric cars and carry on owning them
bailliegifford.com/en/uk/individu…
Third-party autonomous vehicles do not automatically do anything more than replace existing third-party driven vehicles from taxis to scheduled buses to shuttle services

And removing the cost of the driver does not magically make them an alternative to the personal vehicle
Instead, lower cost per driven mile makes them more affordable for new types of flexibility in public transportation, including new types of local area "bus" services with callable vehicles that can stop at your front door
These public transportation services have rarely been a source of profit that can sustain private operators without significant subsidies being granted "in the public interest"
But now we may see the same level of subsidies being able to deliver higher social value in urban, suburban and township environments

But rural and sparsely populated areas will still be difficult to serve
Long-haul bus and coach services can expect to become cheaper and maybe more common

- and all of these use cases can hopefully become safer

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More from @jpr007

14 Apr
WHAT MIGHT BE THE OPTIMAL MODEL OF ENGAGEMENT FOR TESLA IN ROBOTAXIS ?

Let us start with the practical premise that the Initial Addressable Market is the one currently served worldwide by Uber and Lyft and a few others

And recognize China as a separate significant "Wild Card"
The major capital cost of a Robotaxi Network is the vehicles themselves

If the Network is well run and the vehicles are operated profitably, then it should be possible to package 100% of their ownership up into Robotaxi Bonds which would be sold in the market
These Robotaxi Bonds would be structured to last the working life of the vehicles and make Principal and Interest payments on a quarterly basis, with the outstanding amount declining steadily over time in line with the mileage-based depreciation of the vehicles
Read 19 tweets
13 Apr
Intel Corp.’s Mobileye division today announced plans to launch driverless delivery trucks by 2023 in partnership with autonomous vehicle delivery company Udelv Inc
siliconangle.com/2021/04/12/int…
Under the partnership, Mobileye’s self-driving system, known as Mobileye Drive will provide the autonomous driving technology for Udelv’s next-generation electric self-driving delivery vehicle known as the “Transporter"
Intel said this is the first large-scale deal for a self-driving system and signals that Mobileye Drive plans to be ready for commercial deployment in solutions involving the autonomous movement of goods and people
Read 10 tweets
11 Apr
TESLA CAPACITY MAP FOR 2021 - PRELIMINARY

Using what we think we know, we have updated our Capacity Map on a quarterly basis for 2021

- and we will review this again after each Quarterly Earnings Call

For 2021 Q1 our number was 179,688 units

- actual production was 180,338 Image
For 2021 Q2 our number is 235,375 units

This reflects :

- the addition of a second Model Y shift in Shanghai

- the restart of Model S / Model X production in Fremont Image
For 2021 Q3 our number is 276,563 units

This reflects :

- the addition of a third Model Y shift in Shanghai

- the start of Model Y production in Germany

- the start of Model Y production in Texas Image
Read 5 tweets
11 Apr
"UK-developed magnet-free electric motor ready for the road"

Switched reluctance motors have existed almost as long as the internal combustion engine, but have suffered from weaknesses in performance which have limited their use in electric vehicles
theengineer.co.uk/c2i-2019-magne…
Unlike common DC motor types, in a switched reluctance motor power is delivered to windings in the stator rather than the rotor

This simplifies mechanical design because power does not have to be delivered to a moving part
The rotor is made of a “soft” magnetic material such as laminated steel, with projecting magnetic poles

The stator also has a number of poles

When power is applied to the stator windings, the rotor moves to align the rotor pole with the nearest stator pole
Read 14 tweets
11 Apr
MODEL S PRODUCTION

U.S. and Canda Order Backlogs are running 10-14 weeks
Europe Order Backlog is November 2021

- Germany
- Belgium
Read 6 tweets
11 Apr
MODEL S REFRESH

We hear the new Model S has started shipping now

- with 10-14 weeks for U.S. deliveries

Three price levels

- $80,000

- $120,000

- $150,000
So what does it look like ?

Can you believe that full glass roof !
And what does it sound like ?

Can you hear those 22 speakers

With 960 Watts of power

And active noise-cancelling
Read 10 tweets

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