Sam Korus

@skorusARK

Robotics, EVs, energy storage, alt energy, and space . Disclosure:

New York, NY
ark-invest.com
Vrijeme pridruživanja: prosinac 2013.
1.355 fotografija ili videozapisa Fotografije i videozapisi

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  1. proslijedio/la je Tweet
    1. velj

    Thinking about Tesla bridging to RoboTaxi via a Tesla-only ride-share network. Makes a ton of sense. Is potentially disastrous for Uber/Lyft. But requires some savvy/tetchy execution including more complete vertical integration through the finance function. (thread?)

    30 replies 49 proslijeđenih tweetova 238 korisnika označava da im se sviđa
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  2. 31. sij

    Read how ARK is thinking about Tesla for the next 5 years:

    58 replies 171 proslijeđeni tweet 700 korisnika označava da im se sviđa
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  3. 30. sij

    The auto industry averages ~$14,000 per unit capacity. Traditional automakers think EVs will require ~$7,000 per unit capacity. Tesla's Cybertruck, which doesn't need stamping or paint could require 38% less cap ex per unit capacity than a normal EV = ~$4,340 per unit capacity.

    12 replies 45 proslijeđenih tweetova 238 korisnika označava da im se sviđa
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  4. 30. sij

    In ~3 years SpaceX could have more satellites orbiting Earth than everyone else combined.

    8 replies 42 proslijeđena tweeta 193 korisnika označavaju da im se sviđa
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  5. proslijedio/la je Tweet
    29. sij

    We will be interviewing Lululemon founder Chip Wilson on the FYI podcast. Send me your questions ⬇️

    2 proslijeđena tweeta 18 korisnika označava da im se sviđa
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  6. proslijedio/la je Tweet
    27. sij

    $3 billion is 1/3rd what they should be doing. It equates to ~200k units. (And is likely spread over multiple years.) Given our expectations for 2024 EV sales (37 million) if GM plans to maintain its global share of autos (10%) they need to deploy $8b per year.

    . President Mark Reuss announces $3 billion investment for new all-electric pickups & Origin autonomous vehicle, including $2.2B investment for Detroit-Hamtramck Assembly in Michigan & $800M for supplier retooling.
    10 replies 23 proslijeđena tweeta 119 korisnika označava da im se sviđa
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  7. proslijedio/la je Tweet
    23. sij

    ’s purchase of Grohmann Engineering reminds me of ’s purchase of Kiva Robotics. pulled the rug out from retailers who didn’t understand that online was going to put many of them out of business. may have done the same in the world.

    2/ "one of the reasons the company is struggling to meet battery demand is because Tesla bought Grohmann Engineering, a battery automation specialist hired by Mercedes-Benz to build up its own battery manufacturing capacity."
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    252 proslijeđena tweeta 1.265 korisnika označava da im se sviđa
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  8. 23. sij

    2/ "one of the reasons the company is struggling to meet battery demand is because Tesla bought Grohmann Engineering, a battery automation specialist hired by Mercedes-Benz to build up its own battery manufacturing capacity."

    20 replies 39 proslijeđenih tweetova 264 korisnika označavaju da im se sviđa
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  9. 23. sij

    1/ Report that Mercedes is cutting its EV production target to 30,000 from about 60,000 for 2020 due to a battery cell shortage from LG Chem. "Daimler wanted to sell around 25,000 EQC vehicles in 2019, but only managed to build around 7,000"

    15 replies 73 proslijeđena tweeta 344 korisnika označavaju da im se sviđa
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  10. proslijedio/la je Tweet
    22. sij

    As it turns out, even to save a couple of bucks, people don't particularly like riding with strangers if given the choice.

    9 replies 6 proslijeđenih tweetova 59 korisnika označava da im se sviđa
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  11. 22. sij

    2/ TeslaDeaths "is a record of Tesla accidents that involved a driver, occupant, cyclist, motorcyclist, or pedestrian death, whether or not the Tesla or its driver were at fault" The data suggests Autopilot is making the roads safer for everyone.

    5 replies 12 proslijeđenih tweetova 130 korisnika označava da im se sviđa
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  12. 22. sij

    1/ If you take the average fatalities per vehicle since autopilot was introduced. Fatalities are ~2.5 times less likely if people are driving Teslas compared to the US average. And that's not just the driver...

    36 replies 130 proslijeđenih tweetova 869 korisnika označava da im se sviđa
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  13. 21. sij

    4/ So back to the 2 levels of competition. 1. EVs are eating away at ICEs 2. No one has eaten away at Tesla's share And the evidence suggests Tesla is supply constrained which provides an upper bound on market share.

    7 replies 9 proslijeđenih tweetova 116 korisnika označava da im se sviđa
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  14. 21. sij

    3/ Global EV Sales are up over 6X in the past 5 years from ~324,000 in 2015 to ~2 million in 2019 and Tesla has maintained its share of the EV market.

    6 proslijeđenih tweetova 84 korisnika označavaju da im se sviđa
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  15. 21. sij

    2/ There are 2 levels of competition to look at. EVs relative to internal combustion engine vehicles. And competition within the EV market. Global auto sales are falling while EV sales continue to grow.

    7 proslijeđenih tweetova 64 korisnika označavaju da im se sviđa
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  16. 21. sij

    1/ Tesla's global market share increased by 57% since last year.

    13 replies 63 proslijeđena tweeta 315 korisnika označava da im se sviđa
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  17. 9. sij

    TIL of a very complicated square/rectangle situation. Breakfast can be lunch or dinner, but lunch and dinner can't always be breakfast. Dinner can be lunch, but lunch can't be dinner. h/t , can someone fact check this?

    5 replies 9 korisnika označava da im se sviđa
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  18. 6. sij

    Once the tech was ready, it took the manufacturing & auto industries ~30 years to reach a robot density of 200 & 1,200 respectively. It took Amazon 7 years to reach 3,000. Autonomous taxis could bring "all industries" robot density north of 200 in the next few years.

    6 replies 16 proslijeđenih tweetova 87 korisnika označava da im se sviđa
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  19. 2. sij

    What is the probability that there will be an autonomous taxi network operating at scale in the US in the next 5 years?

    30 replies 22 proslijeđena tweeta 58 korisnika označava da im se sviđa
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  20. 31. pro 2019.

    2/ How does Gigafactory 3 compare to Toyota? Toyota Motor Manufacturing, Texas: Cost ~$1.7 billion 200,000 initial capacity 4 years to build Tesla GF3 Shanghai: Cost ~$1.3 billion 150,000 initial capacity 1 year to build

    11 replies 26 proslijeđenih tweetova 202 korisnika označavaju da im se sviđa
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