Posts tagged with Transportation
The Demise of Tesla's Flagships
Tesla announced they will end production of their Model S and Model X vehicles. The factory lines in Fremont specializing in these cars are to be repurposed for Tesla's forthcoming Optimus robot, though that product is still in…
Law of Conservation of Vehicular Modularity
Most in the startup world have heard of the idea of disruption; many have peddled it for their own benefits. This is, after all, the theory that gives hope for David to topple Goliath. But the original term is a…
Lucid Motors, the Tesla of a Decade Past
Before AI dominated the headlines and capital investments, electric vehicles and autonomous driving were poised to be the defining technologies of the 2020s. It's been a fascinating industry to follow: first Tesla and their rise to prominence, then…
The Slope of EV Enlightenment
The federal credit for EVs expired at the end of September. Paradoxically, this deadline caused a spike in EV sales—well, for everyone except Tesla, which is still reeling from Elon's antics earlier this year—though prices and…
Fueling Infrastructure
It's a shame that hydrogen fuel cells didn't work out for cars. On their face, fuel cells were natural successors to gasoline for consumer vehicles: the energy density by weight is superior[1]; the refueling mechanism…
EV Overcapacity
We're well into the bust stretch of the EV boom-bust cycle. The boom portion started just as we eased out of the COVID lockdowns. Tesla had nurtured—almost single-handedly—the market demand for EVs, much to the envy…
