Not_an_Analyst🇺🇦 Profile picture
Tesla investor since 2012 Clean energy/SpaceX/tech investor and friend of the earth
Sep 18, 2020 5 tweets 2 min read
Martin Tripp's claims against Tesla for libel and false light were thrown out because the judge found the gist of Tesla's/@elonmusk's statements were true:

"Tripp cannot show actual malice. Indeed, the Court finds he cannot even meet the lower bar of falsity."🔥🔥🔥



1/ The judge also found Tripp potentially on the hook to pay Tesla for punitive damages because

"a rational trier of act could reasonably find Tripp acted in conscious disregard of Tesla’s rights."



2/
Sep 18, 2020 4 tweets 1 min read
FERC's new order means that Tesla will be able to have networked Powerwalls, Powerpacks and solar products make money supplying a wide variety of grid services👇

And share the profits with customers in the form of discounted products or energy plans, or direct payments

Image The net effects will be to:

➡️reduce the cost of home and commercial storage/solar systems
➡️reduce overall electricity costs
➡️reduce risk of blackouts and and allow utilities to utilize more solar and wind power by creating a more flexible and resilient grid
Sep 17, 2020 5 tweets 2 min read
New study finds plug-in hybrids' real-world CO2 emissions are almost TRIPLE results from the lab (120 g/km v. 44 g/km)

Many owners rarely charge their PHEVs, and many PHEVs have features that use the fossil fuel engine more than in the lab

bbc.com/news/science-e… First diesel
Then PHEVs
Now hydrogen

Bad technology solutions peddled by legacy auto, while it drags its feet on investing in cleaner and more efficient electric cars
Jun 7, 2020 4 tweets 2 min read
Still one of the most important and overlooked developments: revenue generated and cars produced per dollar of capex is rising rapidly

Capex/unit will continue to fall quickly per Wright's law, making it cheaper to fund growth and easier to generate cash flow Even modelers as bullish as Ark do not yet incorporate this trend in their models👇

I predict within 1-2 years this trend will be unmistakable, as units and revenue per continue to soar



May 29, 2020 6 tweets 3 min read
In Q1 2020, Tesla Model 3 was the number 1 selling new vehicle of any kind in California🏆🚀👍

It outsold Camry, Civic, Accord and F150

1. Model 3 18856
2. Civic 18001
3. Camry 17871
4. F-Series 12981
5. Accord 12551



cncda.org/wp-content/upl… Image Oddly enough, the California New Car Dealers Assn headline says the Honda Civic was the "best seller" in Q1, but its data shows Model 3 sales were higher (18856 v. 18001) -- remarkable given the substantially higher price for the Model 3.
Mar 26, 2020 4 tweets 3 min read
GM and Ford’s EV plans for North America have leaked

Spoiler alert: they are a joke

By 2026 they plan to produce only 320,000 #EVs

While increasing production of SUVs and pickups to 5.2 million from 4.6 million

#tesla

reuters.com/article/us-aut… They expect to INCREASE production of SUVs and pickups by 600,000 — almost double the number of #EVs they plan to build🙃

EVs are only expected to be 5% of production 😠🙄

#tesla
Mar 25, 2020 5 tweets 2 min read
Scientists at deCODE have identified over 40 different #COVID19 genetic strains in Iceland, indicating it is mutating quickly

"A probable scenario is that the virus develops to become more contagious, but less dangerous for those affected"

information.dk/indland/2020/0… According to a Danish virologist, the mutations weren't a surprise:

"Coronavirus is known as a virus that can mutate reasonably violently"

The analysis also led to other interesting findings, including one patient who was infected with two different strains