How I think about this: What will the cost of solid state be at commercialization? How does that compare to competing chemistries? Seems more likely that solid state gains traction where battery isn't the largest cost component and it enables new capability. Think wearables,…

links:

2017: Toyota to have solid state batteries in EVs by 2022 2023: Toyota to have solid state batteries in EVs by 2027

...I wonder what the charging standard will be for semi trucks?

If F1 doesn't make a killer app for the vision pro then idk who will. The weight of the headset innately simulates neck strain. Cameras track hands on wheel for turning. Fully immersive. @F1

...whose costs are declining

...this is just the beginning for an electricity retailer

The news today is great for EV adoption in the US. It's also great for using capital efficiently. Funds should be spent on the lowest cost highest performance charging stations. Not wasted on a fractured network that costs more to deploy anyway.

If you're using their supercharging stations as the backbone of the network it seems like it would make sense to adopt some amount of their software. Just an API for availability? Something so your cars can precondition batteries too? Maybe their navigation? Maybe more?

I think we know the standard was already established, but now everyone is starting to appreciate it.

It seems a charging standard for North America has been established: GM joins Ford in adopting Tesla's charging standard.

I look forward to reading some business insider article about someone with starlink and apple goggles working 8 jobs while on the trans siberian railroad.

Eyesight straight out of black mirror

Do hardware companies attract more solutions in search of problems or are they just easier to spot?

Like 1.5 million employees? A number of Amazon's moves have been for internal cost cutting then opened to customers. Is this something like that?

Looking at the underlying data it seems like ~75% of the growth from Jan-April 2022 to 2023 for BEVs comes from Tesla, BYD, VW, and GAC. While ~41% of OEMs actually had lower year over year sales in the same time period for BEVs.

Is it me or does Brett Goldstein aka Roy Kent always looks like he is CGI?

If the Cybertruck is niche, Tesla can make more models. If it's a success, then that hits the profit center of traditional automakers who are using those profits to fund their EV efforts.

The Model Y is the best selling car in the world for Q1. And when the Cybertruck makes the headlines it can garner more search volume than the Model Y and from geographies that are more prone to truck purchases. What will demand for Cybertruck be?

The two American carmakers who haven't gone bankrupt will use the same charging standard. Will other automakers sign on?

The amazing thing happening with Chat GPT life hack threads is that it gives probabilistic advice but more people are following the generic advice because it comes from a "super smart" source. It took AI for people to get excited about common sense.