This is fantastic. Would love to be able to have logarithmic y-axis!
Readit Newsyessql commented on Show HN: Free 30-year financial statements visualization fintopea.com... · Posted by u/raymondmoay
How does Tesla lose market share while achieving record (+ 109%) sales? The market certainly hasn’t been growing faster than Tesla has.
When you define the market as electric vehicles instead of passenger vehicles. In Europe, the electric vehicle market is growing very fast.
But all these EV sales come at the expense of gas/diesel sales, so I think it is a bad idea to consider EV's as a separate market.
yessql commented on U.S. Economy Shrinks at 4.8% Pace, Signaling Start of Recession bloomberg.com/news/articl... · Posted by u/chollida1
> 1. People keep saying about the market being up recently
So, down 10% from the previous bubble.
> 2. S&P is heavily weighted towards the strongest companies
Good point. Dow is also up almost as much though.
> 3. The market is always very forward looking.
I may be cynical, but I see perhaps 2 to 3 years to regain the jobs we are losing, to see the employment rate return to earlier levels. That's years of depressed spending, and all the other woes of society from high unemployment.
So the market is looking to, what, 2025 or something?
Sorry to pick on you, I still just don't get it.
I think the only thing the market has going for it, is that everything else is worse.
Interest rates are negative or near zero, so bonds have the risk of losing value as interest rates rise, as the Fed needs to fight inflation. They also have no real upside, since interest rates are so low.
The Fed has agreed to print unlimited money to prop up businesses that basically don't exist, so having a bunch of cash is not safe, since the Fed is printing so much more of it.
So grossly overvalued stocks may be the best thing now.
It's going to be an interesting inflection point when gas stations start closing. It's easy to setup a charging station at home, but if the nearest gas station is 30 miles away that's a different story.
Imagine how much simpler a commercial charging station is than a gas station. You already need electricity for a gas station, but you no longer need to send tanker trucks out to fill tanks and technicians to maintain all the mechanical pumps, or even the auditors who make sure that the pump is measuring gallons correctly.
It will be really easy to enable long distance travel for EV's that can DC fast charge. Charging for your home area is covered by wherever you park it.
Seems like a gas station death spiral is inevitable, once there is a solid travel network in place and ample 200 mile range EV's available.
yessql commented on Tesla's head of battery engineering exits reuters.com/article/us-te... · Posted by u/fmihaila
> So Chevy is shipping many more Bolts than Tesla is shipping all models combined
Chevy shipped a few hundred more Bolts than Teslas one month. Tesla is way ahead on the year, and October is always a slow month for Tesla for whatever reason. It’s netiher a trend (yet) not is it ‘many’.
Also, those are dealer shipments - anecdotally, I see tons of them on dealership lots being advertised way under list price. The exact opposite of the situation Tesla is in.
> Chevy shipped a few hundred more Bolts than Teslas one month
In the US only (majority of Teslas sold oversees in October, as is always the case in the first month of each quarter).
yessql commented on Tesla's head of battery engineering exits reuters.com/article/us-te... · Posted by u/fmihaila
It's true for October, at least: https://arstechnica.com/cars/2017/11/the-chevrolet-bolt-was-...
For the US only. Tesla generally ships most cars oversees on the first month of the quarter and loads up in the US in the last month of each quarter.
yessql commented on Chevy Bolt: the First Practical, Mass-Market Electric Vehicle marketwatch.com/story/che... · Posted by u/helloworld
Not sure why you got downvoted for this. Nissan and some other manufacturers seem to be cutting costs by not doing the active cooling/heating that GM and Tesla are doing, and consumers are suffering for it. I was very disappointed to see the new Leaf is still not thermally managed. Air cooled only. Probably fine for California, but in places that have deep winters and hot summers, it's a bad idea.
Yes, I would have seriously considered the new Leaf, since it is about $5k cheaper than the Model 3. It would effectively cost $18k in Colorado vs $23k for the Model 3.
It would be nice to have the Nissan service and manufacturing capability behind the product. But since it is still designed to degrade, I won't consider it.
yessql commented on Chevy Bolt: the First Practical, Mass-Market Electric Vehicle marketwatch.com/story/che... · Posted by u/helloworld
I thought I read, perhaps here, that Tesla over-provisions its batteries and uses software to optimize the battery "working set" to minimize perceptible range degradation.
Tesla actively cools its batteries and chose a long lasting battery chemistry. The Leaf, does not cool the battery, and the early Leaf model had a really bad chemistry.
yessql commented on Chevy Bolt: the First Practical, Mass-Market Electric Vehicle marketwatch.com/story/che... · Posted by u/helloworld
If you buy an EV, you should be happy with its range when you buy it. Like laptops and cellphones, that will degrade as all batteries do. But also like laptops and cellphones, when you replace that battery down the road, it is unlikely you'll get an upgrade. You'll get the same range.
At least that was the case with my 2013 Leaf with its 85 mile range. I had it in mind that when it came for a new battery I'd get maybe a 10% upgrade. While the new batteries mechanically fit, they are somehow incompatible. FWIW, my 2013 is pretty good as Leafs go. Down one bar.
But if the range is 150 miles or better, I don't think that matters as much. I think buying used EVs in the future will be a thing. Just not the 2013 Leaf.
Other than that, I'm sold on EVs. I'd never buy a hybrid or gas car again.
I wouldn't compare the Leaf, which has no thermal management system with a Bolt, which does.
The Leafs are basically designed to degrade. Tesla's and Bolts are designed to last.
Like, I understand we have the technology to monitor if grid disappears and self-disable, and a lot of hard-wired rooftop solar does that, but unsure if any soft-wired units have been approved.
My fridge is inverter drive and likely operates off DC at its core. Hopefully Samsung or somebody in the future will put a 48VDC port and anyone can plug in a solar panel and it will soak up whatever juice comes off that and use grid for the rest. That avoids batteries (because the fridge does thermal banking), electricians (because 48V is usually excluded), and inverter drive fridges tend to be continuous drive, so running slower when the sun is marginal or full-speed when full works nicely.
And it puts some juice into the thing I really depend on if the power goes out (even if only during the day).
And consumers can cheaply add some phase change materials for a boost in thermal banking (like really salty water bottles).
Put a couple USB charging ports and 12V ports on it too that switch between solar & grid. My router and modem sit on the top of my fridge and use 12V
And then we do away with the increasingly unnecessary DC->AC->DC conversion cycles.
Seems like the lowest hanging fruit to inexpensive mass (mild) solarization.
I always question why we choose between 0kW solar installs OR multi-kW residential installs when we could do massive 250w solar rollouts at low cost with very high efficiency.
They are approved at up to 600 Watts in Germany, and that will probably get increased to 800 Watts soon. You can just plug the inverter output into an outlet. This is called "balcony power plants" here, and lots of municipalties are subsidizing it currently. You can't get net metering, but you can offset some of your load with minimal cost and paperwork.