It may be enormous, but it’s also saddled with debt that they need to service (nearly $200B).

She’ll go 300 hectares on a single tank of kerosene...

I was thinking it has a subtle Mk.I Escort vibe to it. I also dig it.

Wow, this is such a painfully bad take. It’s written as if the people who choose to buy the FSD option are somehow tricked about what they’re getting. Nobody who pays for this option today thinks it’s feature complete yet. They’re paying a discounted price for an incomplete set of features. When Tesla releases the…

You might want to look up the history of the analyst that gave them that $80 price target, he’s a long-term bear and is pitifully bad at his job.

Exactly. There are lots of people that think that ‘Tesla is just an auto manufacturer’ (h/t Jim Chanos), but they clearly don’t have a full understanding of the company and seem to think that the status quo of car development and sales will continue into the next 20 years or so. Most people still don’t include…

Yes, exactly.  I think they’ve explicitly stated that battery availability is a limitation.  Hopefully they can figure it out quickly and be able to ramp quickly.  50k/year production is commendable, but they’ll need to ramp up from there quickly in my opinion or they’ll be left behind in the transition to majority…

OneWeb hopes to eventually complete its constellation with a total of 48,000 satellites, which is 36,000 more that what Elon Musk has planned for SpaceX’s Starlink constellation. At the moment, its goal is hitting a total of 650 satellites in orbit by the end of 2021.

Kinda, I guess. By all accounts the Mach-E is a good effort at making a compelling EV, but their production goals are... not very ambitious. I think the metric moving forward will be more about how quickly each legacy OEM moves to transition to 20%, 50%, and 75% EV production. If Ford’s not making many hundreds of…

Yeah, the ID4 is one of the few EVs that I think actually stands a chance to do well in the US against the existing competitors.  Good specs, good looks, good price.  It doesn’t wow like a Tesla does, but there’s lots of customers who want a more ‘conventional’ SUV option than the Model Y and don’t care about the…

The common theory on this seems to be that they’re re-tooling for an upgrade to the S/X lines, either for a design ‘refresh’ that’s been rumored, or for a bigger upgrade like implementing larger single-piece castings to the structure with the new 4680 battery cell-to-structure design. Given how long the downtime is,…

Sign me up!  Looks like an EV Vette-kart.

I assume that the author specifically meant the fast-charging networks that have gone up in the 2010's like the Tesla Supercharger network and Electrify America (VW’s Dieselgate punishment). Overall the grid still has a long way to go, but it’s constantly being upgraded and there’s an argument that as long as Solar…

We’re talking about cost going down with autonomy, not necessarily price to the end user. Unless only one company solves autonomy (unlikely imo), there will also be competition which would obviously drive the price down well below the current prices. Even in a monopoly situation it would very likely make sense to drop…

You’re right that the maintenance and cleaning costs still exist, but the autonomous taxi would drive FAR more than a privately operated vehicle and would have no driver to pay like a taxi or Uber.  Estimates vary, but pretty much anyone who has investigated the potential costs have it at $.50/mile or less, with some…

You’re completely ignoring the dramatic reduction of cost to the user. Uber/Lyft is very expensive (~$1.50-$3.00 per mile) and is way out of the price range for most people other than on rare occasions.  Even owning a cheap car can be relatively expensive on a per-mile basis.  Autonomous taxis would be able to reduce…

Moving a big heavy rocket is hard. Much easier to sweep up the pieces away from the landing pad and get the launch stand ready for SN9.

It certainly makes cleaning up the landing pad simpler.

It’s a CAR!