How much would it produce at night?
14.11.2025 17:17 β π 1 π 0 π¬ 5 π 0@jaberwock22.bsky.social
Real engineer In favour of a common sense approach to climate change - Net Zero is nuts. Supporter of nuclear power Can't abide grifters and charlatans
How much would it produce at night?
14.11.2025 17:17 β π 1 π 0 π¬ 5 π 0Will Trump last longer than this lettuce?
13.11.2025 21:18 β π 3 π 0 π¬ 1 π 0A ground source heat pump, here in Ontario costs about $30,000.
They come with a back-up resistance heater that draws 60 amps. Most houses would need to upgrade their power supply for $10,000.
There is no saving in operating cost because gas is 3x cheaper than electricity. It doesn't make sense.
For maximum impact per dollar spent, the money spent on EV subsidies should have gone to public transit.
08.11.2025 00:23 β π 8 π 0 π¬ 1 π 0Musk owns 13% of Tesla, but nobody has ever pointed out that if Tesla reaches its target $8.5TN market cap, he would be a trillionaire without the $1 TN pay package.
08.11.2025 00:18 β π 5 π 0 π¬ 0 π 0The share price jumped $14 just after this announcement, but it is now down a few cents in after-hours trading.
I think we'll see a sell-off tomorrow.
I think the grant award gives him the option of selling the shares or paying the taxes by some other means, including borrowing using the shares as collateral, or accepting fewer shares and having Tesla pay the taxes.
25.10.2025 14:12 β π 2 π 0 π¬ 0 π 0Warning to investors.
The stock market always goes down when I am on vacation. This indicator has never failed in 30 years of investing.
Watch out over the next 3 weeks.
"I believe that Americans would agree that the government canβt just make people disappear without any process or explanation. Second, because I want to give the government a chance to admit that they were wrong.
So far the government has not done so."
newsletter.ofthebrave.org/p/im-a-us-ci...
Some pension funds are objecting to Musk's new pay proposal.
electrek.co/2025/10/02/i...
But no one is paying attention to Proposal 7 which will give Musk carte blanche to embezzle Tesla's cash to support his ailing xAI company that is burning through $1 billion per month.
3. The $1 bn worth of shares he just bought is a drop in the bucket compared to what he will be selling to pay taxes on his big fat bonuses.
The share based compensation will wipe out all of Tesla's GAAP profits.
seekingalpha.com/article/4821...
2. If Musk loses, the board has initiated a plan to give him 96 million shares, plus 207 million shares to be voted by shareholders (at $23.34, vesting in 2yrs).
Tax is due on vesting ~ $50 billion
Musk can borrow to pay the tax and the $23.34 but more likely he or Tesla will sell shares.
1. If Musk wins his appeal in Tornetta vs Musk, he will get 303 million Tesla options that expire in 2028.
When he exercises those options, some of the shares are automatically sold to pay the strike price and taxes.
Approx. $50 bn worth of shares will need to be sold before Jan 2028.
If the shareholders approve the issue of new shares in November, Musk will get 300 million shares to replace the ones lost in the Tornetta case. The shares will come with a tax bill of about $50 billion. He will likely have to sell shares to pay that bill.
seekingalpha.com/article/4821...
The world's biggest battery will have enough capacity to run the UK grid for about 5 minutes on a cold, windless January night.
10.09.2025 00:59 β π 1 π 0 π¬ 0 π 0You have no clue about the scale of what would be needed for batteries to reliably back up wind power.
10.09.2025 00:24 β π 1 π 0 π¬ 0 π 0If wind power is cheaper than gas, why does it cost more than gas?
10.09.2025 00:23 β π 1 π 0 π¬ 0 π 0People touting batteries as a means of backing up wind and solar power have no clue about the scale of what would be required to provide a reliable grid.
09.09.2025 17:53 β π 2 π 0 π¬ 0 π 0The world's second biggest liar is complaining about lies in the media
08.09.2025 00:11 β π 2 π 0 π¬ 0 π 0The USA has already given up its leadership of the free world, soon it will no longer be a member of the free world.
06.09.2025 14:04 β π 2 π 0 π¬ 0 π 0Merger meaning bail-out, similar to the Solar City "merger"
06.09.2025 13:36 β π 2 π 0 π¬ 0 π 0Tesla's proxy statement includes a proposal that would allow Elon Musk to use Tesla's cash to support xAI.
xAI is allegedly burning cash at the rate of about $1 bn per month, and recently relied on a cash injection from SpaceX to keep it solvent.
The expression "house of cards" springs to mind.
4. Moving Tesla's future trajectory towards AI gives him a reason to claim synergies between xAI and Tesla. In the November shareholders meeting, he will try to persuade Tesla shareholders to approve an investment in xAI, perhaps even a merger (read bail-out) as he did with Solar City.
02.09.2025 22:54 β π 6 π 1 π¬ 1 π 03. Musk is running out of options for raising the kind of capital he needs for his privately owned companies.
However, he has difficulty distinguishing between company money and his own. In his mind, Tesla's cash pile belongs to him and he is anxious to get his grubby fingers on it.
2. xAI is rumoured to be burning through $1 bn per month, and the capital needed to keep up with rivals in the AI space means that Musk will have to raise even more money to keep xAI alive.
SpaceX is also trying to raise cash at ever-increasing valuations that have no basis in reality.
1. No, Musk isn't planning on leaving Tesla. Here's why:
In July, xAI raised $10 bn. The cap raise didn't go as planned, Musk had to offer extreme junk bond interest rates to raise $5 bn in debt, and the $5 bn in equity had to be covered partly by a $2 bn investment from SpaceX, which he controls
That's $4 trillion over a decade, $400 billion per year.
Less than 25% of the annual deficit and only 1.1% of the total US debt load.
Not enough to pay the interest on the debt.
Higher interest rates, necessary to combat inflation caused by the tariffs, will wipe out all the tariff income.
An interesting critique of Musk's Starship and Mars mission.
substack.com/home/post/p-...