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Why GM Says Its Ultium Batteries Will Lead To EV Dominance

bobknight33 says...

You read 6 articles and know it all.

I've follow this daily since Jan 2020. But your right. You are "always " right.


Like the fetus heartbeat starts around week 7 or 8. I say this because I've been servicing medical ultrasound since 2021. I've seen more and listen to more techs than you ever could.


But you say, since your mom work at at the hospitable rand you read some articles you conclude just a electrical twitch.


Maybe you are the C) answer from above.

newtboy said:

This gives them almost 2% market share….with no real competition.
Competition might arrive this year, with the big 3 each possibly producing more than Tesla next year.
Ford alone has committed $50 billion to ev production in the US. The big 3 see Tesla as a proof of concept, not competition.

Why GM Says Its Ultium Batteries Will Lead To EV Dominance

spawnflagger says...

I think Tesla does some innovative stuff - like using the worlds largest metallic moulds (built by some Italian company if I recall, which make those exclusively for Tesla). But ultimately Elon is a "hype man", and most of his promises have fallen flat (check out Thunderf00t's youtube channel - he debunks many scammy startups as well as Elon's claims, using high school chemistry and physics).

I do applaud Tesla for opening additional factories in Germany and China so quickly, but exponential growth (for any EV maker) is impossible - there's simply not enough easy-to-mine lithium in the world. (Maybe Elon is planning to mine some asteroids instead of going to Mars? who knows)

The GM battery tech isn't exciting or sexy, but it is a means to building a more affordable EV. Ford is already shipping F-150 Lightning (assuming its not affected by the same contactor recall as the Mach-E). Rivian has been (slowly) shipping trucks.
Where's the CyberTruck? I bet even the electric Silverado will start shipping before the CyberTruck.

Tesla BLOWS AWAY Expectations. (Q2 2022 Recap )

newtboy says...

Clearly better than you, as I don’t just make up numbers or ignore losses of 1/8 the value and pretend they never happened. Also I seem to know what Elon has stated as his plans for the business better than you, I knew he plans to fire 10% across the board while you are convinced he’s going to expand.

Cherry picking?! You said down from its high this year, I went from Jan 3, it’s high this year, to yesterday’s close. Now you call that cherry-picking?
It’s not about a date , dummy, it’s about it’s high for the year, the point YOU picked. WTF is wrong with you?

If chicken was overpriced by 7 times but other meats aren’t, and then chicken dropped by 20%, it’s still a TERRIBLE buy. Same with Tesla, but chicken isn’t also priced based on how nutty Foghorn Leghorn acts, Tesla is, and Elon is acting CRAZY. I’m somewhat surprised you stick with him, Trump has totally abandoned him and now says Tesla is a terrible investment. Even if you stick it out, lots who listen to Trump are getting out. That’s going to hurt for a while. Another self inflicted wound.

Yeah, sure buddy. Just keep telling yourself that. Tesla is dropping off a cliff, unlike other car companies, and it’s all Biden’s fault (only the losses, not the gains). Tesla’s losses are self inflicted, and there’s more to come.

Growth is good, but you must ignore that it was so insanely overpriced that it really doesn’t matter, the price is not tied to any growth or income, it’s pure speculation…PE still 110. A decent PE is below 20.
Record capacity….but it’s never been close to full capacity so that’s meaningless. It’s still stymied by chip availability, battery availability, and parts availability for their battery factories so they can’t even make their new batteries their new car models require, and Tesla isn’t first in line for chips, Ford and Chevy are. If you could only produce 100 cars a month and now you made 103…that’s record production, but still failing miserably.

https://www.reuters.com/business/autos-transportation/musk-says-teslas-new-car-factories-losing-billions-dollars-2022-06-22/

Edit: Not a good sign that cybertruck and the electric semi truck are now delayed indefinitely. Ford is going to beat Tesla to the pickup truck market with a truck that doesn’t look like a bad 80’s sci-fi movie prop. If major semi manufacturers do the same, and manage to solve the weight limit issue two expensive product lines will totally fail. Elon is clear, neither will be released this year, next year is a maybe at best….but as designed they aren’t competitive with diesel trucks for range or load capacity.


Yeah, sure, everybody else is hurting Tesla to hurt YOU. It’s not slumping because it’s in financial straights, can’t produce cars anywhere near full capacity (or at a profit yet?), is burning through BILLIONS every month, and has an owner that clearly doesn’t care one whit about tanking the stock with impulse moves like offering $45 billion for a company not worth $20 billion.
I don’t let politics control my investments….and mine have not lost 32% this year, you have (and you pretend it’s only 20% because you lie even to yourself).

Again, if it grows 50% (and I don’t think Tesla has btw) but is overpriced by over 10 times (it was in Jan) it needs to keep it up for 20 years with no stock increase to break even and actually be worth the price. Any stock with a PE over 100 is horrific.

You claimed down 20% this year, then blew up when I showed it’s actually down 32% and massively overpriced. Why on earth would anyone take advice from someone so dishonest with even the values? Especially someone so divorced from reality as you?

Tesla is losing subsidies, can’t produce at profitable levels,and SAID they’re downsizing by 10%.
Yes, the EV vehicle category is due to explode, but Tesla is at full capacity (as much as they’re capable, not full factory capacity) and is about to get MASSIVE competition from the big 3, with insanely more production capacity, better supply chains, and subsidies they haven’t burned through yet. Tesla can’t keep up with demand, but they’re nearly the only game in town….but not for long. Expect demand for Teslas to plummet when electric Mustangs, Corvettes, SUVs, pickup trucks, etc start rolling off the lines in big numbers later this year, EV’s that are on par with Teslas (or better) and that customers don’t have to wait a full year for delivery…there have been multiple times recently when Elon said he would stop taking orders because he can’t produce them.

We had an apple in the home by ‘80, and stock soon after. They weren’t at a PE over 100. They also were doing terribly before they gambled on the cell phone industry. Derp.

There’s a reason you think I know everything….I can read. When there’s a topic I’m ignorant about, I read about it, and don’t just look at one source. I try to get multiple different opinions, the facts, and history of any topic, then reply. You listen to admitted liars and nut jobs Alex Jones or Beck and think you know it all. Lol. Such a silly, constantly projecting little boy you are.

Really….it’s certainly something to Tesla. Yes, I want him to be held to the contract he signed. Yes, it will hurt Tesla more than the $1 billion drop in assets for NOTHING, because it’s an undeniable example of Elon’s recklessness and poor business sense. I don’t care one whit if he buys or not, I want him to follow the contract he signed. If he does buy, though, it might end Tesla. $45 billion from its coffers (for assets worth well under $20 billion) would be a death nail.

MSNBC agrees with me? News to me. I come to my own decisions, little boy. I don’t need them spoon fed to me, and I understand why I invest as I do. I made money this year, did you?
(I know, if you’re honest about being all in on Tesla, you lost massively, 1/3 of your portfolio in 6 months, and you still think you’ve got it all right, you know everything there is to know about investing, so much you spend lots of time being an unpaid salesman for Tesla, a stock that’s losing money hand over fist and is overpriced by at least 6 times according to professionals).

I’m one gullible dude?!? I AM!?! Er mer gerd, that’s some serious hard core projection (and a little tissy fit).
ROTFLMFAHS!!!

bobknight33 said:

How well do you follow Tesla? Most likely you answer is near zero. But you sure have all the answers.


Once again You foolishness is on full display. Cherry picking numbers? Thats ok

I said it was down a great amount. 20% or your 32% pick your date pick you %. Does not matter.

IF chicken was on sale 20% or 32% below normal pricing you would buy? Same with Tesla.


This is due to the overall economy. not from anything Tesla is doing. Tesla is is growing. 84% last year and 70% the year before.

This Q2 growth was only 50% . Mostly due the china shutdown. China is back up and running and at record capacity.



Biden economy and Communist fuckery is holding Tesla down , not Tesla. Hence it is a great buy.

Maybe your just a Union only guy? Thats OK.


Regardless of current stock price., who wouldn't want to buy the stock of a company growing 50% YOY?

I follow daily. I have about 1500 shares in the Tesla. And your are right I am down from that $1200 high. But I'm looking long term. 5 year min. I see explosive growth over nest 8 years.

Tesla goal is to make 20Million vehicles/year. Last year nearly 80 million vehicles were made globally. ICE vehicle sales are declining about 7% YoY since 2017. Al the while EV sales are growing.

What side of the fence do you wan t to be on? When Apple entered phone market they were a computer company. Today they have 20% of the phone market .



Apparently not the great intellectual foolish and ignorant @newtboy , who know everything about everything.


Finally, Now you want Elon to buy Twitter?
$1 billion penalty. That nothing to Elon.

Guess if MSNBC says something it must be true.
Newt, your one gullible dude, lady, sis whatever.

bobknight33 (Member Profile)

newtboy says...

You must be so proud that your state legislature has recently written laws that seriously discourage EV charging stations from being built, including state funding to destroy those already in existence.
Now any business with an EV charging station must list on every receipt exactly how much of every purchase went to subsidize the EV charging station and electricity. Any that refuse will simply have their EV station removed by the state.
Any that comply will be driven out of business by assholes who are outraged their $150 diesel bill includes a $.75 charge to supply electricity to the charging station.
Really gonna help Tesla. Way to go N Carolina. Con policies at work. Also great for gas prices, doing everything possible to stymie any alternatives.

New York Nuclear PSA what to do in case of an attack

SFOGuy says...

I immediately wondered that; a low yield dirty bomb, at say, the UN on the Upper East Side would be a different EMP profile, I presume, from a higher yielded ship born bomb inside, say, a container which had cleared customs in Pakistan, and that would be different from a high altitude air burst, right? So, and the physics seems calculable if annoyingly in my past--you should be able to calculate a range of EMP from various yields?

The "Quora" answers are: a ground-based (ship based?) lower yield weapon has EMP effects of note to the 3 mile range.

An airburst would be a different issue. "Starfish Prime”. In this high altitude nuclear test, carried out in 1962, a 1.44 Mt warhead was detonated at a height of 400 km. Electrical damage, including burning out hundreds of street lamps was caused in Hawaii - about 1500 km from the point of detonation.

By contrast there was no direct blast damage at all at that range.

The maximal electric fields induced in the Starfish Prime EMP in Hawaii were estimated at 6 kV/m. At high latitudes the value could easily be ten times higher.

For electrical equipment to be damaged by an EMP from a nuclear detonation, the detonation point must be above the visual horizon.

A large yield weapon detonated 400 km above Kansas would have an EMP that extended across the entire continental US, but the ground intensity pattern of that EMP would be peaked towards the South of ground zero, it would not be symmetrical."

newtboy said:

Sad that the article and @StukaFox both forgot the emp, that kills all electronics, making your car your tomb if it was made after 1980.
A car is only a decent shelter if it’s at the bottom of an underground parking structure that doesn’t collapse in the blast.
Cars are not escape vehicles in this scenario. There won’t be many erratic drivers, like the article claimed, because any car with a computer chip will be dead.

Overtaking With A Steam Engine

luxintenebris says...

The 1924 model Doble Series E steam car could run for 1,500 miles (2,400 km) before its 24-gallon water tank needed to be refilled; even in freezing weather, it could be started from cold and move off within 30 seconds, and once fully warmed could be relied upon to reach speeds in excess of 90 miles per hour (140 km/h).
-taken from https://en.wikipedia.org/wiki/Doble_steam_car

steam was a thing. alone w/electric cars. what really was impressive was the steam driven airplane.

bobknight33 (Member Profile)

newtboy says...

Hide and watch. Charges come after the investigation, not instead of. It’s hard to find specifics, but if sedition has a statute of limitations it’s at least 5 years, although prosecuting before 2024 would seem mandatory considering the charges….that’s still plenty of time to build an airtight case before prosecuting. 865 charged so far, many with sedition, and been convicted.

What about those pending charges for Clinton. I’m still waiting, it’s been years and years and years and you still say they’re coming, just wait. It’s only been 18 months since the failed coup.

I wouldn’t mind $10 a gal, because I don’t drive much, 50-100 miles a week max,and I’m happy for anything that stops idiots from rolling coal as a pastime.

You should be loving it because it builds demand for electric vehicles, your one investment, but since Tesla couldn’t meet demand beforehand, it can’t take advantage of the high demand so I get why you aren’t excited.

If only Democratic policies were what you claim, they would have nationalized oil companies and oil would be Venezuela cheap or at least there would be a profit cap, which would cut gas prices instantly…but neither is even a Democratic idea.

BTW- what do you blame the high gas prices in the rest of the world on, still Biden’s fault? Even in China? Why does super far left Venezuela have gas at near free £.018 per liter?

bobknight33 said:

And what criminal charges have come forth?

Nothing because its all BS, and you and your ilk are fools drinking it up.

How that $6/gal gas working for you and yours?
Democrat policies at work.

Ameca and the most realistic AI robots. Beyond Atlas.

newtboy says...

Big dreams, but remember hyperloop, the amazing high speed public transportation Musk foresaw?
It was going to be autonomous pods driving hundreds of mph through multi tube vacuum tunnels, now it’s Tesla cars manually driven maybe 40mph through small one lane tunnels, with traffic jams already on the tiny test track ride in Vegas during the pandemic with riders limited to well under 1000 per hour (<1/4projected capacity) costing $52.5 million for 1.7 miles of inescapable death tube…. so underground death trap roads at only 8800 times the cost of above ground roads.
Remember the Tesla semi truck? Sounded great. Turned out it had less than 1/6 the cargo capacity of similarly size trucks because of battery weight and a 300 mile maximum range new (quickly dropping as batteries age) for the regular version, and unless you charge at Tesla with guaranteed discount electricity it’s not even cost effective against regular trucks per mile, much less per ton of freight….and still not any on the road, now estimated to start next year…maybe.

Notice the teslabot doesn’t list expected battery life, which is the big limitation on self powered robots. All the ability in the world is useless if they need to recharge every 10 minutes.

Elon’s ideas sound amazing until you look at them practically, and find that his projections are insanely unrealistic.

Edit: in his genius, Musk lobbied hard against the infrastructure bill that includes money to build the American chip manufacturing capacity…and now his plants are losing billions per year because they can’t get chips.

bobknight33 (Member Profile)

newtboy says...

It dropped precipitously because Elon was buying Twitter and would have to sell billions of stock to pay for it, just to name one self inflicted wound. The economic state should benefit Tesla, as you say, with gas at $5 and rising, ev’s are in high demand.

Gas in Canada is $6.75 US. UK is $5.75 in usd. Europe is around $5.25. But sure, it’s all Biden’s fault. Meanwhile my Exon, BP, and energy mutual funds are reporting record profits….but there’s no correlation. Hmmm.

I guess you didn’t hear Elon decided to cut his workforce by 10% anticipating a slump in sales. Elon doesn’t share your optimism.

Isn’t his major production hurdle a worldwide chip shortage, which he can do nothing about? Not sure how he’s going to ramp up production without more chips.

China isn’t the only economy in trouble….where is this unsold production supposed to go? Europe?…in trouble. US?… looking like we’re in trouble and a logistics nightmare. How much does shipping add to the price too? $5k? More?

All car manufacturers raised prices multiple times last year significantly, they all have a shortage of chips. I think it’s more likely he raised prices because he could without slowing down sales, not in order to slow sales.

Granted, ev’s are in high demand, but the big 3 are ramping up production and will outbuild Tesla in short order, as are European and Asian companies. He’s done great without competition, but some real competition is coming. The electric F150 is going to produce around 15000 this year with over 120000 (edit now 200000) reservations. They built a billion dollar factory for it alone, it will be the best selling full sized ev truck as soon as production starts. They also won’t have a chip constraint because they can take them from their huge f-150 supplies to meet production estimates.

If you want Tesla stock it’s not the worst time to invest, that was last November, but I certainly wouldn’t go all in. The PE ratio is still near 100….GAWD AWFUL. That’s called a speculative bubble….they pop. Ask Twitter.


Sorry about your dad. Mine died when I was 21. It’s never easy.

bobknight33 said:

I respectively disagree.

This is the buy of the year. 40% off from its high. Not from anything Tesla has done ( or not done) but from the economic state America is going through.

I don't think this will turn around till our leadership changes in 2024


Since last qtr 2021 Tesla opened 2 Giga Factories Texas and in Germany. They are ramping up and will get full speed in 2 years. This year expect 200 thousand from these as they ramp.

Giga Shanghai was shut down and lost 50, 000 vehicles of production. They reopened fully 2 weeks ago . China economy is taking a big hit. But what isn't sold will be ship and sold elsewhere.


2022 yearly estimate production is still about 1.5 M vehicles for the year.

Wait time from order to delivery is average 7 months. Tesla increase their prices 8 times last year to keep this 7 months from getting worse.

Demand out strips supply.


Gas at 5$/gal isn't helping the ICE vehicles at all and will push EV demand even higher.


Like I said

This is the buy of the year. 40% off from its high.
Also looks like a stock split of 3 to 1 is coming. This does nothing but make it cheaper for those who would like to enter this. One can do so at a lower, affordable price point.



Buy and hold



Buy 10 shares and hold for 5 o 10 years.





FYI.
My dad passed away last month on the 28th. I've been out of work tending to him and now settling the estate.

Tesla DESTROYS Q1 Earnings,

newtboy says...

Lol.
Today’s Tesla news, Tesla stocks dump another 10%+ on news that 10% of employees will be fired.
This as Ford and Chrysler are hiring tens of thousands of union workers to build their electric fleets.
Not the best news for stockholders.

Teachers Sabotage Don’t Say Gay Law By Following It

JiggaJonson says...

Teacher here. It's made-up-nonsense. I don't give a shit what gender or sexual orientation a kid is and im CERTAINLY not going to try to convince anyone to change anything about themselves.

That said, I'm going to acknowledge that gay/trans people exist in authorship and literature as it arises. You can't read someone like Whitman (Leaves of Grass, arguably America's greatest poet) and not come across references to sexuality either implicit or explicit. https://www.poetryfoundation.org/poems/45472/i-sing-the-body-electric

It becomes relevant in passages like this:

5
This is the female form,
A divine nimbus exhales from it from head to foot,
It attracts with fierce undeniable attraction,
I am drawn by its breath as if I were no more than a helpless vapor, all falls aside but myself and it,
Books, art, religion, time, the visible and solid earth, and what was expected of heaven or fear’d of hell, are now consumed,
Mad filaments, ungovernable shoots play out of it, the response likewise ungovernable,
Hair, bosom, hips, bend of legs, negligent falling hands all diffused, mine too diffused,
Ebb stung by the flow and flow stung by the ebb, love-flesh swelling and deliciously aching,
Limitless limpid jets of love hot and enormous, quivering jelly of love, white-blow and delirious juice,
Bridegroom night of love working surely and softly into the prostrate dawn,
Undulating into the willing and yielding day,
Lost in the cleave of the clasping and sweet-flesh’d day.

----------------------------------
Maybe a conversation like:

"'Love flesh swelling' like he's in love with some woman and they...he...?"

"Probably not, he didn't have any serious female relationships as far as I am aware."

"But the title is 'The female form'"

"Well, it's possible, but it's not likely the case that he was talking about himself being in love with a woman. This poem is in the text but he wrote many other pieces about he-himself falling into and out of love with various men and we have letters documenting those relationships with his male significant others. Although, I'm not sure what to call them because gay marriage would have been illegal at the time. He's likely writing the poem in a way where he appreciates the female form and sees men who are drawn to it like the way I appreciate watching bees act obsessively driven to the middle of flowers. I like watching Bees in action, but that doesn't mean I'm going all pollen crazy, still I appreciate it for what it is."
-------------------

This is an example of how discussion of sexuality would come up in my classroom as I imagine it. Note how I'm not trying to convince the kid I'm talking to to turn gay like it's a big game of rainbow-red-rover or something. Nevertheless, knowing the author's sexual preference in this instance informs our understanding of the piece.


My own personal theory?
The people railing against things like this are the same shitheads that can't be bothered to read ANYTHING and instead giggle and guffaw at "hurhurhurhur he hadd'a boner" where I get to live an early stage of Idocracy.

Also, I agree that the "funky stuff" shouldn't be just avoided altogether. For goodness sake, just let teachers have the difficult conversation that everyone is avoiding. Reminds me of when Peggy Hill was struggling to say "Penis" when she was assigned sex ed.


luxintenebris said:

first, how prevalent are these gay symposiums?

been through several flights of kids and yet to hear of one elementary teacher leading a colloquy on homosexuality. very unlikely it's ever been a thing or was so mild or explained deftly it never became a thing.

and no doubt if there was, would have heard about it. case in point:


was asked, "what does 'funky stuff' in the song mean?"

"don't know sweetie. probably slang for 'love'. I'll look it up on the internet."

they listen and ask about EVERYTHING! no more Rick James on the ride home.

***come to think of it, probably wouldn't mind the help.***

We WILL Fix Climate Change!

newtboy says...

What’s he mean “young people”? I’m 50, I’ve felt that way since 1990 because I pay attention. We are addicts, addicts use until they die, they don’t quit because their health suffers.

At 3 degrees some developing countries won’t be able to feed their population!?! WTF?! That was the case before any climate changes, dummy. It’s bad now. It will be apocalyptic relatively soon…like decades, not centuries.

WILL cause trillions in damage!?….guess again, already happened. It WILL cause tens of trillions in damage per year, eventually outpacing global gdp.

What scientists are he counting when he says “most agree” we won’t see this kind of future? Certainly not climate scientists, they agree it’s happening, and none see it even slowing, much less getting better. From what I saw, they just went on strike because they’re sick of being ignored.

Leveled off, eh? Look at your own graph to see that China’s coal consumption went up by 5000 twh equivalents since 2010, and is insanely massive…it went up by more than the US used at its highest levels (in his timeline). But he calls that “leveled off”. Who is this guy? He’s insane or lying through his teeth.

Solar and wind have been better than coal economically for decades, but we haven’t switched over, have we?

Where does he get his statistics, because every time I see real numbers we’ve only slowed our increased emissions by 4%, we have not actually reduced them….like saying Obama reduced the military budget because he didn’t increase it as much as previous administrations. It’s asinine.

India isn’t building trillions in solar, they’re building fossil fuel power plants and hydro electric, also disastrous for the environment….and useless after their glaciers fail.

The CO2 in the atmosphere will be there for 300-1000 years, carbon capture is a ridiculous pipe dream that completely ignores the scope of the problem. Methalhydrate is already destabilized, and it’s 25 times as potent as CO2. The total global amount of methane carbon bound up in these hydrate deposits is in the order of 1000 to 5000 gigatonnes – i.e. about 100 to 500 times more carbon than is released annually into the atmosphere by the burning of fossil fuels (coal, oil and gas). It’s melting now faster every day, and will surpass human carbon emissions.

None of his “requirements” are happening. What we need is less people….like 90% less.

Progress is being made, minor progress in small amounts on tiny scales…so are increases in emissions but on massive scales and unfathomable amounts….emissions that needed to be at zero decades ago to save civilization as we know it. Climate refugees exist today in huge numbers, think how difficult 1 million Syrians were for Europe to absorb, now multiply by 2000 or more when all equatorial nations become uninhabitable. Where will we grow food with refugees covering every bit of land? Get real.

He admits that stopping warming below 1.5 degrees is impossible, and 3 degrees before 2021 likely (many say by 2050). Did he forget that 1.5 degrees warming is where we lose control and feedback loops make our emissions moot?

Do you even science, dude?

He gave me zero hope, because I know most of his pie in the sky “hope” is utterly ridiculous and runs contrary to reality and human nature. I wanted some good news, I got pablum.
Booo Kurzgesagt. Try being honest and not ignoring the facts, please. BOOOOO!

C-note (Member Profile)

newtboy (Member Profile)

Understanding the worst power outage in N. America ever

Khufu says...

I was in downtown Toronto when this happened... middle of afternoon power drops and I left work... was closest thing to a zombie movie I've ever experienced... luckily I was close to freeway and was on the road so quickly... but looking down off the Gardiner Expressway I could see the city surface streets were just completely packed with cars and electric streetcars blocking up all the uncontrolled intersections... no one could get to the freeway and it was just me driving up there... then later when I had to go back downtown at night to find someone, the freeways had cars that had run out of gas scattered along the sides the whole way there.. unreal.



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