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"We couldn't read your meter - Energy Australia" pic.twitter.com/MUxlb8z0NU
3,421 retweets 1,851 favoritesAs far as Apple burning bridges with Detroit, who cares? What are GM and Ford going to do: make a smartphone?
And you better believe that Apple's EV will have personal technology at the centerpiece of the driving and riding experience.
If Apple is smart (they are), they'll consider a fossil fuel range extender (unlike Tesla), vertical battery manufacturing (like Tesla).
I've heard rumors that everyone in the battery industry that's good has been recruited by Apple in the last few months. Now we know why.
Now that Apple is in the EV chase, how much longer for other CE companies (Samsung, LG, Lenovo, Sony) to follow through the breach?
Why EV's? Apple excels at detecting high-margin markets open to penetration through technological innovation. http://goo.gl/K0TxHc
One more aspect to the Apple/First Solar announcement: Apple is now hedged against higher electricity prices for the next 25 years.
Even if it's 10 cents/kWh, it's still far cheaper than what they would be paying a for grid power. Apple FTW. http://goo.gl/E4ILDs
If both factors (insolation and degradation) are better than calculated, Apple might be buying PV electricity for as low as 6 cents a kWh.
5 retweets 1 favoriteThe range is based on insolation and degradation of newer FS panels (uncertainty for both). But the math is very conservative otherwise.
According to my math, Apple's $848 million PPA with FirstSolar values the solar electricity being produced at a range of 8-10 cents per kWh.
8 retweets 2 favoritesSorry for my typo in my last tweet. It turns out I meant to say "pee in the punchbowl". Not to pour green legumes into the punchbowl ("pea")
Sorry to pea in the punchbowl that's being drunk from right now in DC. But if I were at ARPA E, I would stop re-reading my press releases...
Yet, it's pretty hard to point to any enduring transformations caused by ARPA-E. Besides jobs for a lot of government workers.
ARPA-E is the one sustained success in the cleantech space of the Obama administration. Everything else (PTC, ITC, ARRA) going away or gone.
I'm kind of glad I chose not to go to the ARPA-E summit. Way too much self-congratulatory back slapping going on there.
1 favoriteOptimist in disguise. Dog person. Startups, Tech & Venture Capital Reporter at DowJones, WSJ formerly TechCrunch, NYTimes, Inc. email: loraekolodny[at] gmail
President & Founder of @SimpleEnergy, a @techstars company. Love my family & playing outside. Dedicated to building a more sustainable world from my native CO.
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