David Lund Profile
David Lund

@DavidLund6

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403
Following
13K
Statuses
17K

Tesla yogi and really obsessed with Wright's law.

Ogden, UT
Joined September 2020
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@DavidLund6
David Lund
2 years
I am claiming the only solution to solve climate change is for energy an energy mix producings too many GHG to be replaced by a demonstrably cheaper energy mix without incentives that produces fewer GHG emissons than to keep the rate of warmng below the solved state of CC.
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@DavidLund6
David Lund
4 hours
@thejefflutz @TristanSnell If USAID is the government agency investigating and not DOS or DOD then USAID should be investigated as foreign war interference should not be under an agency in charge of foreign aid.
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@DavidLund6
David Lund
6 hours
@anders_aslund Tesla has one hell of a tax loss carry forward as its R&D and GS&A are primarily in the US. Until that reaches zero. Tesla won’t be pay US federal income taxes.
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@DavidLund6
David Lund
1 day
As the government is under continuing resolution, it is very likely the stoppage of payments is legal as nothing has been authorized and appropriated this year. Showing things are bad policy is far more important than saying processes are illegal as the election of Trump has certainly shown caring about legality is not of importance to voters.
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@DavidLund6
David Lund
1 day
@the_UrbanWolf @bfurnas People generally prefer point to point travel vs multiple stop travel. If you want to subsidize travel it is best to do so on a per mile basis. In the case of NYC looking at the subsidies for passenger vehicles and subways are far more relevant than subways and planes.
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@DavidLund6
David Lund
1 day
@Karmageddon67 @SiOldridge Mineral reserves are a greatly exaggerated problem. Price spikes lead to more mining or substitution almost every time.
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@DavidLund6
David Lund
1 day
Not that I disagree with you main point on Britain being a punching bag, but slavery would have ended near 1900-1920 under any circumstance because the economics are really bad in industrialized societies. Slavery end in Brazil because coffee and sugar prices tumbled through over production not because it was morally correct.
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@DavidLund6
David Lund
1 day
@JamesJay2 @Teslarati National park or national park/national monument/national historic site. Going to glacier NP in a Tesla is really scary being 200 miles from about 5 super chargers.
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@DavidLund6
David Lund
1 day
I am trying to be conservative. I also think the profit will drop into the $5K-$10K range when millions or tens of millions are being produced, so whether the profit is $60K for a year or 2 future earnings obviously won’t support $60K and a PE OF 200. Leaving the same 1T or so. It is also worth noting the 200 PE is only on Optimus. Other earnings should have a PE of 50-75 or even less.
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@DavidLund6
David Lund
1 day
@PeterDClack Solar is currently growing 30% faster than fossil fuels at that rate it will be 100% of energy in about 20 years.
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@DavidLund6
David Lund
1 day
The main reason England has high electricity prices is because they failed to continue building and innovating on nuclear 30-40 years ago. Also building offshore instead of onshore wind turbines is really dumb and will keep UK energy prices really high for at least the next 20 years.
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@DavidLund6
David Lund
1 day
In 2029. You are clearly on the path of 5M robots * 10K profits * 50 PE / 1.1^4 = 1.7T valuation. If units are growing 400%-1,000% per year a 200 PE is really low. 50M units * $5K profit * 20 PE = $5T in future value. Each of these numbers is really low unless there is massive competition in which case money is fairly meaningless. If you have good reason why robots won’t grow if they have a good manufacturable product in December I would love to hear it.
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@DavidLund6
David Lund
1 day
Make a point that is relevant to the number of rides. I have seen almost nothing that is relevant when comparing any intra metro travel and inter metro travel. Beyond the point that intra metro travel is far bigger than inter metro. I guess if you don’t know the information on subways and planes may help you know that fact.
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@DavidLund6
David Lund
1 day
@nicSTREETZ @bfurnas The number of elevator rides are at least a magnitude more than either subway or plane rides it does not mean it is a relevant statistic.
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@DavidLund6
David Lund
2 days
@DougWahl1 The names of pubic employees are public information. They were not hired under civil service rules so are even political appointees. Every political appointees name should be fair for a news program to post. This is part of free press and government accountability.
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@DavidLund6
David Lund
2 days
@SiOldridge Getting to 90%-98% takes about half the renewables as 100%. Keeping costs down to speed the transition of industrial heat is far more important.
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@DavidLund6
David Lund
2 days
@Teslarati Putting a Super charger within 20 miles of every NP entrance would be a lot more useful. Every time I have really worried about range it was going to a NP.
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@DavidLund6
David Lund
2 days
Whoever has the first network to offer rides consistently at $1.50 per mile profitably will have as dominant a position as UBER has in the current human ride sharing network. If you have good autonomous vehicles. Partnering with UBER speeds up your transition to that state by about a year. UBER wins if someone else looks to have millions of autonomous vehicles by June of 2026, if not it is Tesla unless they blow past their schedule.
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@DavidLund6
David Lund
2 days
@farzyness I would happily take th e under on that.
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