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🚨 TESLA IS QUIETLY REINVENTING BATTERY MANUFACTURING WITH DRY CATHODE TECHNOLOGY. Traditional battery production still relies on slow, messy wet processes: solvents, giant drying ovens, and tricky microscopic dust that needs special handling. Tesla is now scaling a dry-electrode process for both anode and cathode in its 4680 cells...

21,463 просмотров • 3 месяцев назад •via X (Twitter)

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Just weeks ago I considered this to be a map of Superchargers. The foundation that made EV’s a going concern for the first time. But it’s not. These dots represent fully permitted and built power stations in an era where every AI player is trying to figure out how to get power for compute. This is the largest electrical power moat I’ve ever seen that can fully supply current and future charging needs while collecting and storing cheaper power during off-peak to supply an AI revolution. Elon doesn’t care who knows anymore. 2nd place is… crumbs. AWS was built from excess server space needed during peak demand. Now it’s bigger and more valuable than the core Amazon retail business. Tesla is about to drop a hardware smackdown right in the face of software engineers. AI prototypes are easy. Scaling is hard. If only Tesla had a factory pouring out millions of chips each year that are underutilized 95% of the time. Each with their own battery storage. Imagine that. Tesla could call them ‘cars’. And that power moat? It’s all fully upgradable. It’s primed to be tripled. Only a handful of Tesla charging stations currently have solar and/or Megapacks. For 14 years Tesla has permitted and built the gas stations of the future around the world. Everyone said it would fail. All of them were wrong. And now Tesla is in a process of creating a possible 10x value stamp on those stations that should have never been built. It makes you wonder, When a vehicle now leaves the Tesla factory; how do we even begin to calculate the economic production that it will generate during its lifetime? It’s a Robotaxi, energy storage, and a fully sealed/cooled compute processor. They may as well start shitting gold out of a tailpipe.

No Safe Words

56,754 просмотров • 2 месяцев назад

🇮🇹🇩🇪 OPINION: ITALY’S FACTORIES ARE BEATING GERMANY AND FRANCE, AND IT’S NOT ABOUT PRICE... IT’S ABOUT POWER For years, we were told Germany’s engineering and France’s design were unbeatable. Turns out, Italy’s been quietly lapping them in exports. Growing twice as fast as Germany and triple France in the last decade. Not because it’s cheaper. Because it’s better. High-quality goods. Smart production. Tight design. From fashion to food to pharmaceuticals, Italy’s manufacturing is winning where it counts: *global demand*. And this isn’t some lucky streak. Italy’s industry is now the second biggest in Europe, eighth in the world, and pulls in a €120 billion surplus that literally keeps the country’s energy running and books balanced. Factories here invest more, carry less debt, and pay better salaries than both the public sector and services. The tiny firms are shrinking, sure. But the big ones are getting sharper, faster, and richer. The industry’s scaling up, not tapping out. And while Germany stalls and France fumbles, Italy’s holding its own despite sky-high energy costs, a tech transition, and an EU that still doesn’t quite get it. Now Confindustria (Italy’s main industry association and manufacturing think tank) says the next leap is full digital: AI, automation, smart everything. The blueprint’s right there. Italy just needs the political class to stop dragging its feet and back the winners. Because here’s the quiet truth no one wants to admit: Meloni's economy is outperforming Europe’s darlings and doing it with style. Source: il messaggero

Mario Nawfal

118,785 просмотров • 9 месяцев назад

The future of footwear may not be manufactured in bulk. It may be fabricated around you. That is what makes this shift so interesting to me. 3D-printed footwear is moving from novelty to a real industrial model, with market forecasts pointing to rapid growth over the next decade. At the same time, brands and manufacturers are using additive manufacturing, digital design, and custom-fit workflows to shorten development cycles and make more personalized products viable. What is new here is not just the printer. It is the system around it: → scan the foot → model the fit digitally → print the part on demand → produce closer to the customer That matters. Because once footwear becomes data-driven and locally fabricated, several things change fast: → fit gets more personal → prototyping gets faster → waste drops because you do not overproduce → inventory pressure falls because you do not need to guess demand the same way To me, that is the bigger signal. This is not just about a better sneaker. It is about a different manufacturing logic. Formlabs notes that 3D printing already enables customized orthotics with better biomechanical precision, lower material waste, and simpler digital workflows. McKinsey has also pointed to digitization and 3D design as a way to shorten design cycles and reduce sampling iterations in apparel and footwear. And once that logic matures, the use cases get much bigger: → custom athletic footwear built from gait and pressure data → hospitals producing orthotics faster and closer to the patient → micro-factories making products on demand instead of stocking shelves → footwear designed for one body, not an average body That is why I think this matters now. The question is no longer whether personalized fabrication is possible. It is whether brands move fast enough before customers start expecting every product to fit like it was made only for them. Would you actually wear a shoe fabricated around your own biometric data? #AI #3DPrinting #Footwear #Manufacturing #Innovation #FutureOfWork #RetailTech #Customization #Technology

Pascal Bornet

47,489 просмотров • 4 месяцев назад

THE TESLA MODEL S: THE CAR THAT MADE ELECTRIC VEHICLES SERIOUS When the Model S launched in 2012, the entire world still saw EVs as slow, boring, short-range toys for tree-huggers. The Model S changed that narrative overnight. It wasn’t just an electric car — it was a statement. Here’s why the Model S was so important for EV adoption: • It proved EVs could be faster and better than gas cars 0–60 mph in under 4 seconds (later Plaid versions under 2 seconds) while being completely silent and smooth. It beat most supercars off the line and made “electric” synonymous with performance. • It delivered real long-range capability Over 300 miles of range when most EVs at the time struggled to reach 100 miles. Suddenly, road trips became possible and “range anxiety” started to feel outdated. • It introduced over-the-air updates The first production car that could get major performance upgrades, new features, and safety improvements wirelessly — like a smartphone on wheels. This changed how people think about car ownership forever. • It forced the entire auto industry to respond Legacy manufacturers who had been dragging their feet on EVs suddenly rushed to catch up. The Model S basically lit the fuse for the modern EV revolution. • It made luxury electric desirable Premium interior, massive touchscreen, ridiculous acceleration, and futuristic design turned EVs from “compromise” into “aspiration.” Without the Model S proving that electric cars could outperform and out-luxury gasoline vehicles, we wouldn’t have the Model 3/Y explosion, the Cybertruck, or the flood of competitors now racing to go electric. The Model S didn’t just sell cars. It changed the future of transportation. It took EVs from niche to mainstream and showed the world what was possible.

Tesla Owners Silicon Valley

11,056 просмотров • 5 месяцев назад

Those investing in submarines today may be wasting money. A Virginia-class submarine, powered by an S9G reactor, has a submerged displacement of around 10,000 tons and costs approximately $4–5.8 billion. Its top speed is over 30 knots. Now imagine a much smaller reactor, with power and weight around 15% of the Virginia's, used solely to continuously recharge a solid-state battery bank. Solid-state batteries weigh about half as much as lithium-ion batteries while offering 2-3x more energy capacity. In practice, this means that with the same battery weight, such a sub could achieve roughly 3x the energy gain, In terms of speed, solid-state batteries deliver double or higher discharge rates (potentially 10–20C vs. 5–10C for lithium-ion), ideal for sustained sprints above 30 knots lasting many days and a cruising speed around 25 knots. All this with 15% less overall weight, much quieter operation on batteries alone, and the same endurance as a conventional nuclear sub. And the cost? A micro-reactor would be 15–25% the price of a conventional one, small, modular, low-temperature/low-pressure. This means that when a more modern reactor is needed, you simply swap the module. A micro-reactor paired with solid-state batteries could make a Virginia-class sub $1.2-1.6 billion cheaper, quieter, and leave far more space for weapons, additional batteries, or crew comfort. That's why this system would put all existing submarines at a disadvantage in terms of cost, space, and stealth. Those not adopting micro nuclear reactors can follow what the Germans, Japanese, and French are doing. The Japanese pioneered lithium-ion batteries with diesel chargers, giving their submarines excellent value for money. The Germans chose a fuel cell AIP system to recharge lithium-ion batteries, while the French opted for a similar Japanese-style approach with a battery configuration allowing up to 80 days endurance, making the new Scorpène highly competitive. Starting around 2030, production will shift to solid-state batteries, tripling the capacity of these conventional submarines and enabling silent navigation at around 25 knots for days,making them superior in stealth and speed to many nuclear submarines currently in service. Submarines powered by solid-state batteries, recharged via micro-reactors, fuel cells, or diesel, will be superior: better armed, cheaper, and stealthier than anything we know today.

Patricia Marins

288,841 просмотров • 9 месяцев назад

Again… don’t be a dumbass and do stupid shit like this fool just for clicks and attention. Josh West intentionally grabbed and pulled on the steering wheel of a Tesla Robotaxi during a ride to see what would happen. He did it multiple times from the backseat. The Robotaxi responded by braking, giving safety alerts, and contacting support. He also unbuckled his seatbelt while the vehicle was moving and, after the ride, put one of his own stickers on the Robotaxi. The Tesla team reviewed the trip, cited safety violations and property damage, and suspended his Robotaxi access. Then he turned around and made a video titled “I Got BANNED From The Tesla Robotaxi Network… So You Don’t Have To!” No… You didn’t do this “so we don’t have to.” Nobody needed you to grab the steering wheel of an unsupervised Robotaxi. Nobody needed you to intentionally trigger its safety systems. Nobody needed you to put your sticker on a vehicle that doesn’t belong to you. You did it for content. And this is exactly the kind of stupid shit that pisses me, many investors, and many hardworking employees on the Tesla team off. The Tesla team has spent YEARS working their asses off to make unsupervised Robotaxis a reality. Engineers have dedicated countless hours to building, testing, and improving this technology while Tesla fights through regulatory scrutiny and proves the system can safely scale. Then a fool gets access and intentionally fucks with the vehicle for a YouTube video. Think about how selfish that is. Millions of people are waiting for this technology to expand. Tesla employees have spent years of their lives working to get it this far. The last thing the program needs is some attention seeker intentionally creating safety incidents for clicks. If you’re lucky enough to get access to a Tesla Robotaxi, respect the fucking technology, respect the vehicle, and respect the people who spent years building it. Sit down and buckle up. Keep your hands off the steering wheel. Don’t put or do shit on a car that isn’t yours. And enjoy the fucking ride. It really shouldn’t be that difficult. The Tesla team has worked too damn hard to get to this point for fools chasing YouTube views to jeopardize it for everyone else. Don’t be like this fool.

Teslaconomics

103,448 просмотров • 2 месяцев назад

A machine like this can cost $500,000 to well over $1 million to make parts that may be worth only $10-15 This is the real manufacturing story. This INDEX six-spindle automatic carries 6 motorised spindles, up to 12 CNC tool carriers, operates at 8,000+ rpm, and weighs 7.2 tonnes. Different operations happen simultaneously as the spindle drum indexes each workpiece from station to station. A real scale production example produced a precision component in 11 seconds, versus 38 seconds on a conventional single-spindle lathe. That's roughly 327 parts per hour before downtime. But the machine is only the hardware. Tool geometry, CNC programs, cutting parameters, spindle synchronisation, tooling, bar feeding, chip evacuation, coolant, inspection and collision checked simulation all have to be engineered around the exact part. That is what it takes to integrate this machine into a factory workflow. This accumulated capability is what kept Germany and Japan at the pinnacle of machine-tool manufacturing for decades almost unchallenged. The advantage wasn't just building the hardware, but knowing how to program, tool and integrate these machines for thousands of different manufacturing requirements globally. China has now built much of that ecosystem at extraordinary scale, machines, controls, tooling, software, automation and integration. Its huge domestic manufacturing base has accelerated that learning curve dramatically. Today, Chinese manufacturers can increasingly offer sophisticated CNC and multi-spindle systems at 30-40% lower total costs in most applications, putting serious and relentless price pressure on German and Japanese builders. China produced 37% of the world's machine tools in 2025, compared with 12% for Germany and 10% for Japan. These are the machines that make the machines and ultimately determine how much an economy can manufacture. China is the biggest player as of now and growing faster than anyone else in manufacturing high-end machining tools. Source, Daniel Jansson

Ammanichanda

38,359 просмотров • 1 месяц назад

Apparently, I saw this video online and I decided to share. What this worker is applying is called bitumen, or what many of us know as bituminous coating. Most people think a wall is a solid, impenetrable block, but in reality, it is more like a sponge. Concrete and blocks have microscopic pores that pull water from the earth through a process we call capillary action. This thick black substance is the shield that stops that water from climbing up into the house. It is not about making the wall look good because this part will be buried under the dirt forever. It is about creating a skin that water cannot breathe through. When do you need to do this? The need for this arises because the soil is a very aggressive environment. Water is not your only enemy.. The ground also contains salts and sulfates that want to eat away at the cement. If this moisture finds its way to the steel bars inside the columns, those bars will start to rust. And when steel rusts, it expands, and that expansion is what cracks the concrete from the inside out. This coating is the only thing standing between your foundation and that kind of slow destruction. Thats is why if you see wet patches at the bottom of your walls inside your house, it usually means someone skipped this step or did it poorly during construction. You can apply this anytime you are building parts of a structure that will stay in contact with the ground. It is common in areas where the water table is high or where the soil stays damp for most of the year. This is a one-shot opportunity. Once you backfill the soil, you can never go back to fix it without a lot of expense and a lot of digging. It is about having the foresight to protect the heart of the building while it is still exposed. Please don’t ignore this if you need to. If you ignore it now to save a bit of money, you will be funding the future decay of your own home. I hope this helps.

A.Y.O

75,399 просмотров • 5 месяцев назад

So… with a show of hands, who’s buying the fuckin dip? 🙋🏻‍♂️ $TSLA keeps handing out opportunities to the ones who can see the forest through the trees. The market and short-term minded investors seem to be obsessing over one quarter, while I’m looking at where this company is going over the next 5-10 years. Bro… this is what I see: • Deliveries are up +25% YoY to a RECORD second quarter. • Revenue is up +26% YoY to $28.2B, pushing Tesla above $100B in trailing 12-month revenue for the FIRST TIME EVER. • FSD subscriptions up +56% YoY to 1.48 million, with a record 55%+ attach rate on new North American Tesla deliveries. • Energy storage deployments up 41% YoY, with Megapack demand continuing to grow. • Services revenue up 50% YoY, becoming a larger, higher-margin part of the Tesla’s business. • Robotaxis are now operating across seven major metros, with Cybercab production officially underway. • Optimus production lines are being installed this year. • And despite investing more aggressively than ever, Tesla still finished the quarter with $43.5 billion in cash. Sure, margins were under pressure. And yes, free cash flow was negative. But this is bc Tesla is spending $ billions building AI infrastructure, expanding factories, ramping Cybercab, Optimus, batteries, and compute. The Tesla team is investing to build and be the leader for the next decade. Always remember, the biggest returns rarely come from buying when everything feels safe… they come from buying when everyone seems to be shitting their pants, while the fundamentals remain intact. NFA, of course… it’s just my two cents from a nobody. But I’m bullish then ever on the future of Tesla.

Teslaconomics

27,632 просмотров • 1 месяц назад

In light of the Cybercab event this week, here are my expectations: Of course the first official Robotaxi rides in a Cybercab will happen. Good chance it's limited to a certain portion of the geofence, especially for the launch event to avoid any edge cases I think Elon will say a few words. Likely nothing we don't already know - thanking the teams and explaining the importance of and vision for Cybercab Frankly though what happens at the event doesn't matter. It's what the Cybercab service looks like the following day. I think best case scenario would be Tesla having ~25 active Cybercabs operating in Austin for a majority of the operating hours (6A - 10P). I think we all need to be prepared for somehwere around ~5-10 Cybercabs to be active for a week or so after the event and then a slow build from there While we don't know how many active Robotaxis Tesla has in Austin, we can guess it's ~50-75 on any given day. I think increasing that fleet by up to 50% is the most we should be hoping for. I think the survey going around where ~50% of people are expecting > 100 Cybercabs to be deployed is overly optimistic. Not that it can't happen, and I'd love to be wrong, it would just be a stark departure from everything we've seen/heard so far This event shouldn't be viewed as a scaling announcement, but rather a beginning of operations and celebration of the Cybercab. I know Elon said over the weekend Tesla is "about to" flood Austin with Cybercabs, but in his mind that could mean later this year with V15, not this week Given Ashok's recent commentary about why they're going broad instead of deep (more different cities instead of higher fleet volume in each), I'd be more impressed with Cybercab starting operations in the other active Robotaxi cities in the following week or two after the event. To me, that would be a great signal that the validation is going well with Cybercab more generally, not just in the Austin geofence where Tesla has extensive data So while this is a huge milestone (no wheel, no pedals, purpose built for autonomy, cost profile, attention-grabbing design etc.), I'm still not expecting to see hundreds of Robotaxis in Austin or other cities until later this year or early '27 $TSLA

Dillon Loomis

127,399 просмотров • 13 дней назад

LLM Artifacts Connected to Andrej Karpathy's LLM Knowledge base idea, I've been building out a fun way to generate dynamic artifacts from these knowledge bases with the goal of discovering and revealing meaningful and deeper insights. LLM KBs are hard to consume for humans, as I think they are more built for agents. So the question is, what form would be useful for humans to take actions and make important decisions? That's what I am trying to figure out with these artifacts. The artifact example shows a pulse on HN discussions around AI-related stories. The insights can go deeper, of course, but this is already super fun and thought-provoking, like some of my favorite podcasts. The format and depth matter a lot. The aggregation skills of agents are outstanding if you tune the prompts and skill carefully. I built this artifact generator in a few minutes through an agent skill, but I feel like there are so many ways that LLM-generated information can be used and consumed. Like generating deeper insights and analysis, and things that are just not feasible for humans today. The generated artifact (including its data and design) serves as reusable templates or can be updated in real-time via auomations, which is something I am also working on. It is truly an insane way to monitor and track information. Better than a newsletter. Better than newspapers. There is something about this that gets me really excited about the future of AI agents for knowledge generation and discovery. Lots of hidden gems everywhere just waiting to be discovered and acted on if the information is presented correctly. This is not perfect. The format, style/prose can be improved, but this is easy to customize via skill. You can personalize it to your liking. I feel like these dynamic artifacts are going to emerge as a strong new medium to stay on the cutting edge of things, both for agents and humans. My target is research, of course. This was just a basic example. Besides animation, I am also targeting other components like voice, videos, images, slides, etc. This space is full of opportunities to explore. Skill for this coming soon.

elvis

31,314 просмотров • 4 месяцев назад