prezmerkinmuffley
Merkin Muffley
prezmerkinmuffley

Depends on whether you ever need the windows to go up and down..

Dateline

On a contribution margin basis? No.

Correct. None of the math works.

Another bad at math poster...

Tow long distances?

Thats not actually true. Fleet sales to construction and industry dominate that 2.5 million units per year. 

Great take

And Tesla is about to furlough workers over the holiday. Makes perfect sense. 

Toyota shows a clear path to $2 hydrogen

Toyota shows a clear path to $2 hydrogen.

And yet Love's gets diesel fuel to truck stops. Strange. 

Once you can fuel hydrogen at every Flying J truck stop, which WILL happen, they really think cars and trucks won’t leverage 2 minute fillups for a few bucks?

They always use 25 year old data on hydrogen. Progress is fast and furious in cheap hydrogen. 

BS. Direct PV electrolysis is real

Here $100 if you've ever seen anyone plugged into a rural Electrify America charger. Ever. 

Yeah that’s why it take 35 hours to charge.

The batteries are still the problem. They will always be the problem. 

Price parity in 2025

Normally I’d be snarky but Musk set expectations pretty low on this one.