True story: I have extensive experience in Resource Allocation Algorithms/Systems, so several years ago I was offered to be chief engineer for developing a novel energy distribution system 1/ cleantechnica.com/2021/09/09/tes…
2/ I started learning about the project (which had already started along with a subcontractor) and the problem at hand.
Real interesting project!
Client was a foreign utility company which supplied power to lots of varied customers - from retail households to large industry
3/ They had to balance loads against powerplants of various types - some costly and slow to spool up and down, others with minimal control over output etc.
This was a new field, real interesting. Before I gave my answer, something happened.
4/ The subcontractor was a strategic partner of the company that offered me the position.
It was decided by top management to pass them all the IP required for the project (huh? who does that)
5/ Soon after, the SUBCONTRACTOR signed the deal for the energy distribution system, leaving the company where I was offered the position completely outside 😮
Of course, the position was gone. Luckily I hadn't left my previous one like I meant to
Management decided not to sue!
6/ Years later I found out that the managers from main company retired to work with hefty salaries at the subcontractor
🤔
But I'm sure the "Transfer All IP" decision was "clean", right?
As were grossly inflated (IMO) deals the subcontractor was paid to work on other projects🤷♂️
7/ If not mistaken the subcontractor failed to deliver or got the rug pulled away later👎
Had it turned otherwise, I could have developed the first AI-driven power production/distribution system anywhere!
I have no idea how good I would have done, but would've given all I got!
8/ Been close to the topic ever since that failed job offer. It's a huge multi-factorial engineering problem with huge financial implications, which begged to be solved.
So happy to see that the best such system was made by a company I love, and it KICKS ASS.
DOGE DEREGULATION - A HIDDEN BENEFICIARY - AMAZON and DRONES
Not Investment Advice - but if you believe deregulation will happen, this could happen as well.
US Federal Aviation Administration (FAA) regulations severely hamper the drone industry. They severely constrain how drones can be manufactured, operated, and where they can fly.
Currently, it is almost impossible to create drones in the USA, and drone operation is limited from flying beyond visual line of sight (BVLOS), over populated areas, or at night without special permissions.
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2/ But why does this matter? Take Amazon, for instance. They've been tinkering with their Prime Air service and the MK-30 cargo drone.
The MK-30 is built to carry packages up to 5 pounds over 15 miles, potentially cutting delivery times to under 30 minutes. Yet, all this tech sits somewhat idle, waiting for regulatory green lights.
Amazon has made some inroads, like securing permission for BVLOS testing, but full-scale operations are not remotely possible.
(I'll focus on Amazon, but delivery companies and drone manufacturers could benefit as well)
3/ Deregulation could be a game-changer. If DOGE could sway policy to being more pro-business vs. safety at all costs, we could see a domino effect.
Deregulation would mean fewer hoops for companies to jump through. Amazon drones buzzing over your neighborhood, not just for testing but for daily deliveries, could considerably improve service and reduce costs
ALL-IN DISRUPTION MACHINE
Cracking Elon Musk's Method for Changing the World
NEW VIDEO OUT
In this video (link in the last post), I looks at how Elon Musk SYSTEMATICALLY disrupts several trillion-dollar industries and builds alternatives from the ground up
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2/ Five centuries ago, Machiavelli wrote that disrupting established systems is one of the most dangerous things anyone can attempt. Those benefiting from the current order fight viciously, while potential supporters offer lukewarm backing to a system they do not yet know
3/ So opposition mounts, yet somehow, Musk repeatedly succeeds in disrupting. PayPal transformed money movement. Tesla forced every automaker to go electric. SpaceX made reusable rockets the standard. From energy grids to satellite internet, from brain interfaces to social media
EAKING - $TSLA Enters Top 20 Hedge Funds' Equity Positions
➡️From Most Shorted to Most Held list, in 6 months
YWR periodically analyses the Top 20 equity positions at 338 hedge funds to see which equity positions are most commonly owned ("Top 21 Most Consensus List"*)
This month, for the first time ever, it secured a spot on the list - jumping straight to #11
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In June, Tesla wasn't on the list. Moreover, they won the uncoveted 1st place on @GoldmanSachs' "Very Important Short Positions" list, covering the 50 stocks most shorted by hedge funds.
Since then, while Tesla itself continued on a steady course, Wall Street's perception of it has dramatically changed, and the stock market's "voting machine" accordingly responded.
WHY X AND S ARE STILL PRODUCED
[The hidden reasons]
With 3 and Y providing most of the automotive revenues and Cybertruck providing a bigger halo, why does Tesla even bother making them?
This thread will show the hidden reasons that nobody's talking about.
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2/ @FutureAZA nailed it in his post, so a good place to start is there.
S and X are profitable, so Tesla's still making them. However, their gross margin is MUCH HIGHER than one would expect.
How's that, you ask?
That's because unlike all other models, S & X production line should be fully amortized. While other models have to pay for their production lines, S&X line is almost free
2b/
BTW That's one of the reasons GM continued making the Bolt, and one of the main reasons Ford and GM lose so much money on their EVs.
Bolt's production line is mostly amortized, while for Mach E, LyrIQ etc very few units have to carry the amortization of expensive new factories and lines
Shortly before Tesla announced that they're bringing Elon's Comp Plan to shareholder's vote, I sent my patrons a video containing predictions
They requested public debate, so here we are
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Despite widespread belief that tesla was about to appeal, I suggested considering the option of them bringing it to vote (which was later announced) and of the vote failing (explained later in thread)
In this case, I expect Elon to leave, ONLY IT'S NOT THAT SIMPLE...
As some of you know (and shown with numerous examples in my Highland video), Elon is a disciple of Henry Ford. This could be important.
In my latest video I told the story of how the court forced Ford to pay shareholders dividends instead of investing in growth. Ford hated that
WELL, THIS AGED WELL...
When Tesla had its 2022 AI Day, a group of robotics experts and nerds mocked Tesla's efforts on a live-thread led by @ctwy
Now that @Tesla_Optimus is about to enter productive work in factories, I thought it's a good time to check how well their expert predictions aged
➡️Here they mocked the presentations "as a grad student/TA doing a class presentation for a bunch of undergrads. Feels very 101."
(Considering the progress we saw, I guess the grad student and undergrads learned pretty fast😎)
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@GoingBallistic5 @ICannot_Enough
2/ ➡️They mocked Tesla's choosing 5 fingers, when two finger pinchers or vacuum cups (like what her employer @PlusOneRobotics does) are better for warehouse duties
(could be, but let's see them use vacuum cups to operate power tools)
3/ They didn't get why Tesla favored a humanoid form, when purpose-built shapes are better
(Yeah, better for one specific task it was purposely designed for)