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  • Cheaper oil good for Ford and GM, but not for Tesla [View news story]
    I agree completely! Except for the part about Obama, and taxpayer money, and expensive electric toys, since Tesla paid back its DOE loan 9 years early. With interest. Making it the only American car company to have fully repaid the government. Now, what was that about a fool and his money?
    Dec 20, 2014. 01:05 AM | 4 Likes Like |Link to Comment
  • Tesla Motors eyes 60-second battery swap [View news story]
    Maybe not a "new engine", but certainly a fully charged power supply.
    Dec 19, 2014. 04:20 PM | 2 Likes Like |Link to Comment
  • Tesla: The Empty Threat Of Solid State Batteries [View article]
    Indeed, cleanrooms have been common for at least 40 years now, and can even be ordered online. Santos's strength is not manufacturing engineering.
    Dec 12, 2014. 12:38 PM | 6 Likes Like |Link to Comment
  • Tesla: The Empty Threat Of Solid State Batteries [View article]
    @Santos - Luckily that’s a scenario that’s very remote, since its uncertain if, when, and how such retooling would be necessary.
    Dec 12, 2014. 12:31 PM | 2 Likes Like |Link to Comment
  • Tesla: The Empty Threat Of Solid State Batteries [View article]
    +1 Nicely written Mark.
    Dec 12, 2014. 12:26 PM | 7 Likes Like |Link to Comment
  • Why Does Tesla Not Appear In The Detroit Auto Show Press Conference Schedule? [View article]
    Who doesn't like some gravy with their instant potatoes?
    1 seems to be the fav around here :)
    Dec 11, 2014. 02:27 PM | Likes Like |Link to Comment
  • The Tesla Gigathreat [View article]
    There is virtually no competition at this level. Bears are welcome to pile on, but the concept, technology and product are solid.
    Dec 9, 2014. 07:13 PM | 12 Likes Like |Link to Comment
  • The Tesla Gigathreat [View article]
    Paulo, the risk is not a real as you make it out to me. While there are interesting things going on in labs, there is no magical battery technology on the horizon that could be scaled into production quantities in that time frame.
    Dec 9, 2014. 07:09 PM | 11 Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    Hah! Thanks for an enjoyable little analysis. I like where you are going with your reasoning and questioning of the valuation of the stock, it got my brain going this morning with CAPM.

    But you’re right, this is a baffling stock. Which is one reason it is so interesting to me. I can only think that the market is wary of APPL because no company has pushed the envelope like this.
    Dec 5, 2014. 12:30 PM | 4 Likes Like |Link to Comment
  • Tesla And The Fuel Cell Mirage [View article]
    Great perspective as always Mark, Thanks! Toyota is not alone in making a small percentage of their fleet zero emissions. Hydrogen fuel cell power is more marketing spin than anything else. Honda also came out with the Fit EV a while back as a means to comply with California's zero emission vehicle mandates that assigned each type of ZEV and near-ZEV a credits value. A hydrogen fuel-cell electric-vehicle, for example, gets more credits than does a plug-in gas-electric hybrid. A manufacturer can use one technology to meet its requirements, or it may use a combination. Toyota wants credits.
    Dec 2, 2014. 12:45 PM | 2 Likes Like |Link to Comment
  • Can Toyota's First Hydrogen Car Challenge Tesla? [View article]
    Despite the hoopla, HFCs will never match the convenience and cost of BEVs. Certainly not in the next decade. Although hydrogen is "everywhere", unfortunately it only exists in nature combined with other compounds, and is expensive because it has low energy per density. End of story there.

    Hydrogen's real problem is that an electrical infrastructure already exists almost everywhere, and is easily transmittable over a >wire<. Make your own with a solar panel, recharge at home, or at work, or while shopping (I've heard that many people do these things...).

    Hydrogen is only a consideration at this point because the vast majority of hydrogen production comes from hydrocarbon sources such as oil and natural gas. A topic for another day. So it really comes down to how energy is going to be monetized.

    Tesla has nothing to worry about. The paradigm shift with electric that freaks out automakers is this: BEVs don't have engines or transmissions.
    Nov 29, 2014. 05:34 PM | 6 Likes Like |Link to Comment
  • Apple + IBM Partnership 2: Implications [View article]
    As always a good analysis JM. It will be interesting to see how this partnership affects Apple's past business philosophy of avoiding direct competition in the enterprise.
    Nov 20, 2014. 08:15 PM | Likes Like |Link to Comment
  • Apple roundup: iPhone 6 supplies, UnionPay, Samsung/TSMC [View news story]
    More rumors from Korea about "unidentified" customers.
    Nov 17, 2014. 05:46 PM | 1 Like Like |Link to Comment
  • Orbital Sciences: Failure To Launch [View article]
    Meanwhile SpaceX continues to make steady progress on reusable boost stage rockets while Elon tempers expectations accordingly.
    Oct 29, 2014. 07:33 PM | 1 Like Like |Link to Comment
  • Titans Clash: MCX Vs. Apple Pay [View article]
    All the merchants who represent that 20% combined card fee revenue won't be using the system until "sometime" next year. Looks like Apple got the jump.
    Oct 27, 2014. 05:48 PM | 2 Likes Like |Link to Comment