Recent content by PetevB

Condescending. I'm not familiar with your resume, but I've given you part of mine. I've been working in the middle east for over a decade an a half, looked at setting up factories in Saudi multiple times (under discussion now), etc. And I know for a fact that Iran has in fact bombed Saudi, taken...

I sit on the board of a startup. One of the largest investors is Saudi, not PIF but related. Their board member told me the following last week: no investments that are not already allocated/ earmarked last quarter are going out. Preserving country level cash and the war is the issue- many...

I read this as one of the stronger recommendations for the Gravity I’ve read. Not because these aren’t real issues… “The car feels too big vs the Model 3”- completely agree, I prefer small cars, but if you need the space the Model 3 or similar simply isn’t an option. “FSD isn’t as good”- I’m in...

Excess power during the middle of a good solar day is in many ways worse than worthless, it actually costs utilities money. On a good day they are already curtailing large utility solar power (throwing away power), they fill their batteries, idle other sources and even then they often have more...

Hmm. So this is complex issue, but I don’t love this spin. I know one of the original founders of Tesla- Elon was not one. I know many engineers both currently at Tesla and formerly. Quite a few work for me. It is true that one of Elon’s great skills is both investment and strategic company...

I read that summary (still not a fan of Kyle’s “waste people’s time” business model), and I found a lot to agree with. It lines up with a few things I’ve been thinking about—maybe a bit of a hot take: Rivian is clearly positioning itself as a lifestyle company. That’s not accidental—the market...

As an owner of many dogs who’ve been skunked over the years, the last just a few weeks ago, I stopped using tomato juice around 1990. Joking/ stains aside it just takes the edge off. Far more effective, especially for inanimate objects: Mix 1 quart 3% hydrogen peroxide, ¼ cup baking soda, and...

Very good to know…

Off topic and perhaps already covered elsewhere, but as 80% and 60% charge limits are mentioned: I suspect 60% is noticeably friendlier for long term battery degradation for those that can swing it. Lucid’s cells are likely similar to the NMC in the middle graph.

I haven’t shorted any stock, I’m hoping Lucid succeeds. I’m hoping they are work through the issues that resulted in the statistics above, which are honestly worse than I’d expected, so that my wife, who is the opposite of an early adopter, won’t be pissed if and when we get one. And I think the...

I have not seen this posted, mods please move if it should go somewhere else. Over on Leasehacker they are advertising stacked lease incentives on in-stock Gravity: $1000 demo drive, $3000 on site vehicle bonus, $1000 referral bonus, $3000 year end bonus = $798+ tax and fees if you can find a...

Now we’re getting somewhere. Over four years after their first cars shipped Lucid’s still for early adopters. Unfortunately the Gravity’s supposed to sell in mainstream volumes and is targeting mainstream buyers. And there’s the disconnect- the mainstream won’t put up with the issues early...

Taking the curve out a little further shows you really don’t want to be plugged in more than about 25 minutes:

I absolutely think like this when I’m not using Superchargers. On Superchargers I basically never do. I have only had a couple poor supercharger experiences out of maybe 50k miles, and in hindsight those were nearly all avoidable.

Assumes a 400 kW charger, arriving at <5%, plus either 5 or 10 minutes off the highway: So somewhere between 12 and 20 minutes charging depending how accessible and reliability the chargers are. Slower chargers would increase the optimum slightly.