Julien Villa-Massone
@julienvm
Followers
1,520
Following
1,622
Media
871
Statuses
6,596
🌍⚡🚀✈️ Optimistic about the future | Former wind energy professional | 737 pilot | Developing software model of Starlink | Tesla referral 🚗👉
Citizen of the world
Joined December 2009
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Biden
• 2831337 Tweets
Secret Service
• 1861354 Tweets
トランプ
• 840809 Tweets
#Trump
• 543949 Tweets
Republican
• 467489 Tweets
Thomas Matthew Crooks
• 172826 Tweets
ترامب
• 113801 Tweets
TAEMIN
• 84894 Tweets
AR-15
• 64365 Tweets
函館記念
• 61218 Tweets
Attentat
• 51212 Tweets
OUR BELOVED BOSSCKM
• 37612 Tweets
#14Juillet
• 23383 Tweets
BINIVERSE GOES TO CEBU
• 22571 Tweets
VIF IN KHONKAEN X GULF
• 21277 Tweets
ネクロズマ
• 19870 Tweets
ホウオウビスケッツ
• 17255 Tweets
中村靖日さん
• 12269 Tweets
Τραμπ
• 10693 Tweets
Next 3 years will be exciting for Tesla auto business:
- Refresh Model 3 ✅
- Cybertruck delivery
- FSD V12 public release
- 2 new auto factories
- FSD international release
- Refresh Model Y
- Compact car / Robotaxi unveil & ramp
- Semi ramp
- Roadster delivery
- FSD approval
124
91
1K
A few days ago at Besseggen, we were a bit far from chargers and planned to camp overnight on the fjord hills (in a tent, leaving the Tesla parked at the harbor).
We needed to get all the energy we could from the sun, so deployed all the panels.
It wasn't very sunny this day,
11
39
629
@SawyerMerritt
@Tesla
This Powerwall 3 has major improvements over Powerwall 2
It takes solar DC as an input
Instead of needing a separate solar inverter, it includes that inverter
Powerwall 3 vs. Powerwall 2:
- cheaper for new installs (don't need to buy and install a separate solar inverter)
-
18
22
233
@BeckettUnite
I don't agree at all.
You seem to be spreading false information, which I also disagree with.
Unfollowed.
0
0
189
Some are debating whether Tesla will enter wind energy.
I worked 9 years in wind energy doing sales, acquisitions, construction project management, operations, and hybrid project business development. The latter is about mixing wind, solar and batteries in the same plant.
🧵👇
15
15
137
920W effective solar input when it's sunny
So we can charge the Tesla at 870W (4A 240V)
Not huge, but great if you're camping for a few days
7
2
116
@marketplunger1
People rarely understand the difference between power (W) and energy (Wh).
This is another example, leading to wrong conclusions.
1
0
91
Following up with my Starlink discussion with
@herbertong
, I updated the assumptions table with Starlink V2 mini as launched this week.
I also got some infographics showing the stacking and scale of these options.
Bottom line:
V2 (Starship) > V2 mini > V1.5
6
16
88
@alex_avoigt
Most people don't follow as closely as we do, they just know FUD from the media.
In interviews, Elon is candid, funny and honest about his vision of the future. This vision means a clean earth, safety, abundance for everyone and a copy of consciousness on Mars.
He's trying to get
3
2
81
@SawyerMerritt
Nice. I like Morgan Stanley. There seem to hit a very good balance between realistic and visionnary, being wall street analysts.
1
2
76
@Kristennetten
@elonmusk
@Everman
@AndyKiersz
Also, did you notice how people think we're naive when we say Tesla / SpaceX CEO isn't in for the money but for the cause instead? So frustrating that most people lost their childhood candidness and curiosity.
2
1
68
@stephan89499300
@elonmusk
Thanks Alex! I also attached my CV, hopefully this will add some personal strengths info. But you're right, I should focus more on personality next time. Thanks for the tip!
1
0
65
Important note:
This investment was justified by camping in remote locations, not by solar charging.
Solar charging with just 1kW solar is fun but useless, as you add only 5km per hour.
However, when camping, I need climate during the night and induction cooktops / fridge for
9
1
63
The difficulty was:
- to keep the car locked with the charge cable connected
- to make sure the Ecoflow battery doesn't discharge to zero, otherwise the 4G connection would disconnect
- to make sure the Ecoflow battery doesn't reach 100%, otherwise solar energy is wasted (need to
2
0
63
After the 2023
@Tesla
Shareholder Meeting, we got to hang out with all the cool people from the Tesla community.
@TeslaPodcast
Thanks Rob for your consistent and balanced news report on a daily basis. This is my Tesla news backbone.
4
2
60
One thing I'd love to see added 8j the auto business is:
- Solar on vehicles (cells on flat areas, solar paint on others)
- Starlink connectivity at 50mbps (integration of antenna elements in the glass roof, but requires smaller surface area than current Starlink antenna for
13
1
60
@SF___Tahoe
and
@NV_Julianna
, the best twins in the Tesla community, finally we meet!
Amy puts out a lot of in-depth content to understands the hidden fundamentals of the company. Julianna, thanks for the long chat with us and for your interest in our astronaut analog mission!
4
5
55
Tesla shouldn't discuss demand for 2030. Nobody knows it.
Instead, show why your product will have superior desirability and lower cost.
If your desirability-to-cost ratio is far superior to all your competitors, then you will dominate the market and achieve >30% market share.
10
9
52
I think the future of energy mix between solar in wind globally is:
80% solar
20% wind
The reasons are:
1. to make wind stay competitive with declining cost of solar, rotor need to increase to insane diameter (~250m currently!). Siting is difficult.
2
3
45
If I was Tesla, when the technology becomes available, I would fill this black band with a Starlink antenna embedded in the glass.
I would cover the rest of the glass roof with semi-transparent solar PV, and obviously the bed cover with PV.
@herbertong
what do you think?
Notice $TSLA Cybertruck has roof rack slots. hell yeah
@elonmusk
@WholeMarsBlog
@28delayslater
@ValueAnalyst1
$TSLA
3
10
38
6
5
43
4. Wind has moving parts, and requires regular maintenance.
The difference is similar to ICE vs. EV in terms of the complexity.
5. Solar has better reuse/2nd life potential
I still love both wind and solar because they are both renewable.
2
2
42
2. Globally, wind potential is primarily at sea thanks to strong and more constant resource, meaning huge centralized projects
3. Solar can decentralized
There is a lot of potential for wind, but there is just more for solar because anyone can afford it individually, not wind
3
1
41
@teslaeconomist
I have the same respect (and more now that Tesla is full force into FSD).
The way I think about it is, I wouldn't be able to make 4680 cells myself. They are. So mad respect.
They are trying to improve the process but it's difficult. It's R&D. It's hard. If you wish for
3
1
42
I should add that batteries are better suited for solar due to short, 24h cycle.
Wind has a longer cycle so other storage technologies might actually be better, like flow batteries (because cost varies with power capacity, not energy capacity).
4
2
40
Starlink ads in the UK
@Starlink
is going full steam with its discounted offer for rural customers and a large ad campaign visible here at the Heathrow Airport.
Starlink seems to have huge expansion plans in the UK now that the increasing capacity is larger than demand.
That's
6
3
40
@GordonJohnson19
@TeslaPodcast
NHSTA finds a problem with Tesla vehicles and issues a recall order.
Tesla corrects it for all the cars within a week via OTA.
Same happens with another OEM.
Problem takes months to be resolved, at high cost for the manufacturer and risk to public safety.
Which is better?
1
1
39
So my conclusion is:
Wind seems too tedious and a lot of effort for such a small return on investment.
Tesla wants to unlock exponential technologies. Those are software-based and require batteries, so of course Tesla goes there first.
Then to generate energy, solar is the most
2
1
38
@SpaceX
@elonmusk
I think Elon will have to buy land from some countries and establish a new country that has various territories over the world.
This would enable progress without slow government approval.
Robot work means local currency may not be needed.
Employees may obtain the country's
12
3
39
So this was just on the Tesla auto business.
*Energy*
I worked about 10 years in the renewable energy industry and I think there are 3 conditions to win:
- high production rate and low cost (of manufacturing storage and/or solar)
- high technical ability to cover all market
4
1
39
@SawyerMerritt
The simple fact that brokers can legally vote on behalf of shareholders should be highly illegal. Don't you think? We should start a crusade to fight against this.
I understand that the logistics of identifying each shareholder was a nightmare at the age of the telegraph. But at
2
1
34
Copenhagen Suborbitals sera au
#Bourget2019
#ParisAirShow
(Hall Concorde) à partir de vendredi.
Venez découvrir notre fusée, capsule et moteur.
Nous développons une nouvelle fusée et sa capsule "Spica", plus grandes et performantes, pour demain envoyer un humain dans l'espace !
Today we packed up and shipped off a few goodies to Paris Air Show.
...and we just got them back from the Denmark's Technical Museum.
If you missed a chance to see them in Denmark, come to PAS! A handful of our volunteers will gladly welcome you.
#parisairshow
#parisairshow2019
2
14
38
3
9
34
@GordonJohnson19
@elonmusk
Because by innovating continuously without fear of changing method, you foster progress. Once the progress level exceeds a certain threshold, the goal of FSD is reached.
And will continue to improve.
How else do you think this kind of technology will emerge?
6
0
33
See my take on Starlink and Tesla!
How will SpaceX benefit Tesla the company and stock?
How does Starlink compare to competitors?
Plus potential use cases from Julien Villa-Massone!
@julienvm
Julien is a pilot, engineer and founder of a startup simulating Starlink constellations
👉
10
21
123
3
6
32
#DelawareCourt81
I plan on sending this today. Let me know if this fits the purpose.
@_SFTahoe
@TeslaBoomerMama
March 6th, 2024
The Court of Chancery
To the attention of
The Honorable Chancellor Kathaleen St. J. McCormick
Leonard L. Williams Justice Center
500 North King
5
5
34
To solve these problems:
- I let the charging cable out via the trunk, which I "locked" with wire from the inside
- I monitored the charge of both batteries during the hike with the Tesla and Ecoflow apps
- I used a reasonable rate of charge of the Tesla that matches the average
0
0
29
Now, why Tesla may decide not to enter the wind industry:
1. Projects are long and difficult, one-off, and are subject to approvals.
2. Large product portfolio is required to fit sites, so 1-size-fits-all simplification isn't possible (platform simplification already exists)
2
1
30
@MatthewDR
@elonmusk
Lol
This is hilarious and should make buyers think twice before a purchase
1
0
27
3. Long lead times prevent fast innovation
4. Lack of predictable volume = lack of scale
5. Unlike rockets, wind turbines don't come back after 10 minutes for reuse, so constant manufacturing is required
6. It feels like Tesla working on solar has 5x the return vs. wind
1
1
28
Today, we are starting a 2-week road trip from Belgium to Norway in a Tesla Model Y.
First goal: get to the northern tip of Denmark. There, we'll take a ferry to Norway.
Oh, and the octopus is our mascot for this trip! We'll tell you why later!
8
2
28
versatile and cost-effective at any scale, with a portfolio of only 1 product (exaggerated to make the point). So this can really scale exponentially.
I think Tesla will go into wind energy when they reach the potential of solar and realize they need to outgrow themselves again.
1
2
27
@JHartley2
@Tesla
@elonmusk
Don't you want to work there and contribute to the mission?
Am I alone feeling like I'm missing out on helping out with the best impact possible?
3
1
28
..by integrating batteries at the AC/AC converter level, as there is a DC stage in the middle
3. Ability to innovate on electric motors and power systems (although I think the wind industry has been quite good at this)
4. Ability to add an intelligence layer (batts+autobidder)
1
2
27
It was a pleasure to meet Rob
@TeslaPodcast
, K10
@Kristennetten
and everyone (unfortunately that's the only pict I took).
@chazman
@lcald67
@farzyness
@NickGibbsIAG
@dougdonnell
Everyone was so nice and approachable. Thanks for making me feel part of the
@Tesla
community!
3
1
26
It's obvious that Tesla will enter first the most attractive markets as electricity retailer.
Texas, Australia, UK are great candidates for first wave.
I would think, any market where:
1. There is a large difference between top and bottom wholesale energy price, allowing
NEWS: Tesla is getting ready to take on Australia’s legacy utilities in what would be a landmark move for the local grid and for consumers, and potentially disruptive for the incumbent industry.
Tesla’s plans for Australia are believed to be broadly based on its model in Texas,
107
240
2K
3
2
29
Now, reasons why Tesla could decide to enter the wind industry:
1. Current wind manufacturing process has potential for automation due to its intensive manual labor, but may require bot-like flexibility and quality control
2. There is a cost-optimization potential..
1
2
26
@Kristennetten
There was no car in front due to the late hour so the car got stuck until the morning.
Joke aside, can you believe the preposterous comments from him?
@elektrotimmy
@MercedesBenz
Correct! Level 3 is not a Level 5. I'm glad everyone is on the same page.
62
3
538
1
1
25
7. Long term, solar represents 80% of new installations (residential + commercial +small industrial + large industrial) vs wind 20% (large industrial only).
1
1
25
@Kristennetten
@flcnhvy
@elonmusk
I think
@elonmusk
needs to follow you too. Elon, what are you waiting for? K10 is your best advocate on the world wide web!
5
0
23
@thirdrowtesla
Model Y is very exciting. Not just for me as a customer, but for the potential it has to advance the progression of EVs globally.
I also can't wait for the next generation of Teslas that are even cheaper and can appeal to the mass market (15 to 20k€ vehicles).
3
3
25
5. Tesla / SpaceX are known to work with insane logistics, large metallic structures and huge manufacturing endeavors.
1
1
24
@jasondebolt
Question is, where will they draw the line?
Once they solved energy, ground transportation, AI and labor, will they tackle something else or consider the job done?
What else if anything?
21
0
25
@omg_tesla
Especially at night, the cybertruck looks badass, the Rivian looks like a happy character in a cartoon
0
1
23
Tesla FSD master plan:
1/ get to 5+ billion miles to improve performance through training. That means, reduce subscription price until high adoption among Tesla owners
2/ start operating robotaxi in small areas to tune the software, app and UX with just 10 to 100 cars
3/ once
4
5
25
@SawyerMerritt
Pretty smart I admit!
But it wouldn't play well with the kitchen I have in my Model Y!
0
2
23
@MabandaCom
The value of electric for us is that we can live in the car while on a vacation.
It maintains climate at night so we can sleep comfortably, and is cheap to drive.
Soon I'll compare the cost of our vacation in Norway vs. our friends who did the same 2 weeks ago.
1
0
22
@DanielleFong
@elonmusk
@unusual_whales
Hi Danielle, I tend to disagree on one point. Last time I checked, and unless this changes, if you accumulate pension in France and work in another country that has an agreement with France, the trimesters will be recognized. However, this is limited to one country.
The EU counts
6
0
23
@GordonJohnson19
@elonmusk
I think we should compare FSD vs Non-FSD cars, on a per-mile basis.
Also, we should compare those 2 data points (which are inherently from the past) to the expected value of these data points in the future.
I think we'll see that already today there are significantly less
1
1
22
@garyblack00
Margins are almost zero on Compact.
Why divert company's attention to multiple fronts when only one of two similar but different products actually capture margins?
Remember, making the Compact in huge volumes isn't the only difficulty. You also have to educate buyers, sell the
10
1
22
Huge news.
Starlink mini (a small user antenna) is soon going to be released.
Can fit in a backpack, probably includes a battery, and will probably be powered by USB-C and portable solar panels.
Bring it on a hike, set it in your car, bring it on your boat or your cessna.
The upcoming
#Starlink
Mini terminal should be released soon. The latest internal revision of the PCB is mini1_prod1 (there were _proto0, _proto1), which means it's production-ready.
Two beamformer ICs, 572 antenna elements. Antenna components are similar to rev4.
3
13
61
1
5
23
@TeslaPodcast
@Tesla
Very true Rob. Tesla is a gem.
And thank you for being always there, providing balanced and thoughtful analysis to help investors navigate the ocean of information. You are a gem too.
0
0
20
Here's our Tesla Model Y camper setup.
Thanks
@ohjimme
for meeting up, enduring the hour-long tour of this camper setup, and curating this video!
After following
@julienvm
on X for while, I got the chance to meet him and
@CecileRenaud1
during my car swapping trip in Europe. They have converted their Tesla into a little camper, including a camp kitchen, a solar oven, and a 1kW solar array. Here's their setup 👇
2
4
32
3
1
21
@ohjimme
@Tesla
Probably not
My calc is as follows:
- 1 day of bright sun is ~4 hours full power + 4 hours half power (4x950Wh+4x350Wh)
- 75% charging efficiency
- That's about 4kWh added per day if not using climate/sentry
5 days x 4kWh = 20kWh
15 days x 4kWh = 60kWh
Model Y Standard Range is
3
0
20
@chazman
@elonmusk
I think Compact is a high-cost, high-volume, low-reward endeavor.
Low reward because the margin on each vehicle sold will be low AND the potential upsell to FSD is at a low price point for these owners.
Robotaxi is a medium-cost, medium-volume, high-reward one.
There is also a
3
1
20
@ValueAnalyst1
In France
Model 3 Highland
€26,390 after 5 years of fuel savings
€14,790 after 10 years of fuel savings
3
2
20
@alex_avoigt
I visited Tesla and BYD showrooms yesterday in Belgium.
The BYD sales guy said BYD are just so happy that the legacy auto aren't offering compelling vehicles, as they leave an open boulevard for BYD.
1
1
18
@beyerch
When I look at financial reports from Tesla, all I see is a continuous increase in vehicle sold, revenue and total margin.
Of course if you want to sell more of the same model, you have to reduce price. But the total margin (not %) will still go up if the margin % doesn't go
5
0
18
@SpaceX
@NASA
@AstroBehnken
@Astro_Doug
I designed this watchface to show the ISS orbit on a map and the launches to the ISS. See the countdown label at T-2.5 hrs?
Oh, and there is also the TSLA stock price at $808.6.
Look up WorldFace on the Garmin Connect IQ store.
1
0
18
Hello
@TeslaBoomerMama
! You speak perfect French, German and English, plus you help a lot with the financial side so thank you!
Also, you asked a great question to
@elonmusk
today, and we all got a great answer! (80% auto margin, wow)
Hi
@HansCNelson
, was nice to meet you!
1
0
17
