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Till now our products use single cell lithium batteries 🪫 Future batches will include 2-3 cell packs 🪫🪫🪫 Decision to be taken for battery pack assembly: Outsourcing: ➡️ -Lose time -Uncertain of quality -High fees OR Inhousing: ⬅️ -More inventory -Increased manpower -Energy spent on “small” things Spent the...

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🇪🇺🔥 Europe’s manufacturing edge is at real risk – too much capacity is moving to China, and what stays is hard to scale. The surprising solution might be a two-arm robot cell being built in a new lab in Ljubljana. I visited Sunrise Robotics to see how they’re building a new type of automation that could reshape European industry. Why it matters: • Europe is the world’s #2 manufacturing hub (~17–18%) • 50%+ of output is small-batch (high-mix/low-volume) → hard to automate • Millions of workers will retire or be out of job due to outsourcing • Sunrise created a standardized, simulation-trained cell • One operator can supervise multiple of these stations to build more complex products • This is a key to keeping factories – and competitiveness – in Europe I truly think Sunrise can become a global automation leader – disclaimer: I was their first (small) investor and first (big) fan. 🔥 The video shows everything: the test lab, the simulation stack, the UI, the assembly line, the first production batches… and a deep dive with CEO Tomaž Štolfa on the vision behind it. Full video link in the reply. If you enjoy it, please like + subscribe on YT – this really helps boost this kind of content. 🔥 If you care about robotics, automation, European competitiveness, or the future of work – checkout this video. PS: I was absurdly sick during the shoot… apologies for any sloppy camera work and spaced-out staring 😅

Andreas Klinger 🦾

33,914 views • 8 months ago

BREAKING: The U.S. Government has officially announced that Tesla and LG ​Energy have signed an agreement to ‌build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing factory in Lansing, Michigan, with a 2027 start of production. "American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement. Here's everything you need to know about Tesla's new Megablock, the latest in the company's industrial storage product lineup, which includes the new Megapack version 3: Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminated above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles • With Megablock, Tesla is targeting to commission 1GWh in 20 business days, equivalent to bringing power to 400,000 homes in less than month Megapack 3: • Will be manufactured in Tesla's upcoming Houston Megafactory starting in late 2026. 50 GWh annual manufacturing capacity when fully ramped. • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system

Sawyer Merritt

783,993 views • 4 months ago

Garage Warfare at Sea: Lessons from Ukraine for the Pacific In a potential Pacific conflict, one near-certain outcome will be the neutralization of major shipyards. This differs from World War II precisely because long-range precision weapons like those of today did not exist back then. Large shipyards will be heavily targeted by missiles, leaving only smaller, less visible facilities operational to repair smaller vessels. The ability to conduct major repairs on large warships will be lost early in the conflict, that’s my prediction. In 2022 and 2023, much of the media and analyst attention focused on the industrial capacities of Russia and Ukraine. I published several reports on the subject at the time. After Russia intensively bombed Ukrainian industry throughout 2023 and into 2024, Ukraine effectively lost most of its industrial base, retaining only small workshops and a few underground facilities with minimal capacity beyond basic repairs. This fueled the explosive growth of the drone industry, which expanded relentlessly in garages and small shops, evolving into over 500 companies today producing everything from motors to software. There was no shortage of targets, with Russia deploying thousands of vehicles on the front lines. I foresee the same dynamic in a Pacific conflict: without major shipyards for large repairs or new construction, decentralized production of USVs, UAVs, and UUVs will surge in small boatyards and facilities with pier access. Just as land targets were plentiful in Ukraine, maritime targets will be abundant at sea. Future one-way UUVs, USVs, or even UAVs will be lighter than today’s thanks to solid-state batteries weighing roughly one-third less, while CL-20-based explosives will significantly increase tandem warhead power, allowing strikes on critical parts of targets. Hundreds or thousands of a variety of unmanned systems could be produced weekly across dozens or hundreds of small maritime workshops, a natural, organic process, exactly as we witnessed in Ukraine. The success or failure of this model will hinge on maintaining supply chains for this network of small producers. Assuming that large warships and major shipyards will remain operational in a high-intensity missile conflict in the Pacific is, in my view, overly optimistic. It’s time to start thinking seriously about how to fight a war with few ships and against thousands of unmanned threats.

Patricia Marins

38,886 views • 7 months ago

Truckload spot rates hit new all-time high: this is not SCOTUS related, it is compliance crackdown + reindustrialization. We are week into SCOTUS and this is what we've learned (all over the board tbh): - Large brokers tell us they are getting more commitments from shippers, not less. Shippers are concerned that they are next and want protection. - Managed trans appears to be a massive winner. - Some shippers are reevaluating small carriers (due to compliance risks and cost) and looking to move more freight through large brokers, not less. While others have stopped loading brokers altogether. - Large shippers are already evaluating their brokers for financial viability and requesting larger insurance policies. - Asset-carriers tell us that what eats them alive isn't the big lawsuits, but the very small claims and wonder if brokers will be pulled into the small claims that are handled outside of insurance, which could result in 1-2 claims/1000 loads. At a cost of $20k each, that could result in $20-40/load just in administrative costs of dealing with small claims. - Insurance costs are going up for brokers, but no one really knows how much. Ranges we are hearing is 3-10x. - Conditional safety rating is really difficult for small carriers due to the slow resolution of those ratings at the FMCSA, which is overwhelmed and under resourced - We had our first lawsuit involving a large broker that was previously thrown out under summary judgement amended to include the freight broker

Craig Fuller 🛩🚛🚂⚓️

14,053 views • 2 months ago

Tommy Robinson tried to appeal against his incarceration conditions and the following details have emerged: He gets 3 hours out of his cell every day - when he can exercise, use the gym or play recreational games such as pool. He gets another 2 hours and 45 minutes, 3 times a week when he does painting and decorating work. He has "significantly more visit time than any other prisoner", with 2 hours, 4 times a week, in a room described as "more informal and comfortable", where he can take in food he's bought from the canteen. He has 120 people on his visitors list and has had 93 visits. He can use the phone for 4 hours a day and has made more than 1,250 social calls. He has a television, a laptop - on which he receives emails "in their hundreds" - a CD player and a DVD player in his cell. He attends a weekly bible session and has daily visits from a member of the chaplaincy team and daily visits from an NHS doctor or nurse. As someone who was locked up for 9 months for exposing a rape gang - and spent 6 weeks in TOTAL solitary confinement - let me tell you, this in NOT EVEN prison, LET ALONE segregation. When I was in solitary I had ZERO time outside of my cell other than to shower (which was a narrow concrete wet room that I was locked into from the outside) or to walk alone around a tiny square yard with high wire fencing all around it ONCE in 6 weeks. NO visits, NO Bible sessions, NO gym, NO pool, NO laptop, NO emails, NO CD player, NO DVD player, NO daily chaplaincy visits, NO daily NHS doctor or nurse visits, NO 3 hours out of my cell, NO 2 hours with friends and family, NO 2 hours 45 mins painting and decorating, NO 4 hours of phone time every day, I WAS NOT EVEN ALLOWED TO ATTEND CHURCH DURING EASTER. Tommy was adamant that he would rather go to prison for contempt of court than to take down his video about a schoolboy. Whether you like it or not, this was his decision. Of course, Tommy fans will say that he should not be locked up (despite him pleading guilty to contempt of court)... But please do not pretend that he is languishing down the block! The man is enjoying more leisure time than most of us on the outside who are working full-time jobs. If he is struggling to cope with ALL of those privileges, he wouldn't last 5 MINUTES in a real jail, take it from someone who knows.

Jayda Fransen

38,033 views • 1 year ago

It’s clear that the UCP government does not care about the needs of Calgarians. Just 34 days ago, the UCP promised that funding for the Green Line was “100 per cent” secure, even for the new shorter version. Now they've decided to pull their funding. This reckless decision could mean the end of a badly needed transit project and a massive waste of over $1 billion that has already been spent as construction is well underway. The UCP has chosen to give up 20,000 jobs directly associated with this project, including 1,000 people employed today who will be thrown out of work by this decision. Not to mention all the private sector jobs that will come from the redevelopment and densification of lands surrounding the future stations. Let’s be clear. This decision will drive both public and private sector investment out of Calgary and Alberta because there is no certainty. Who will ever bid on projects if the province’s signature is no longer worth anything and they can pull funding at will? They are pretending they are looking at new options, but we’ve seen this movie before. Minister Dreeshen’s proposed alignment has been studied. And studied. And studied. It won’t work. It dumps SE commuters nowhere near where they need to be and expects them to trudge to a red or blue line station to get on a train that is already packed. It’s a dream from someone who has clearly never taken transit in Calgary. The UCP government has chosen to make this a political issue. The UCP wants to make this about me. It’s not about me — it’s about doing the right thing for the tens of thousands of Calgarians that will be hurt by this decision. As always, the UCP would rather pick a fight than win for citizens. The Green Line is a required investment for the future of Calgary. It’s an investment in ending the congestion on Deerfoot and Stoney Trails, and the Centre Street corridor. It’s an investment in the environment, in quality of life, in getting people to and from work, and kids to and from school. We simply have to look at the congestion nightmare that is Toronto today because that city didn’t invest in transit when they should have. This is untenable and the people of Calgary deserve better than to be used as a political football. The premier needs to intervene directly, take control of this file from her minister and advisors and work with the city to find a way forward.

Naheed Nenshi

246,855 views • 1 year ago

Palantir Exec Responds to Surveillance State Allegations david friedberg: “ There's a lot that's said about Palantir enabling a surveillance state. I just want to give you a chance to respond to that.” Palantir CTO Shyam Sankar (Shyam Sankar): “ We don't collect data, we don't have any data. It'd be like accusing Excel of being a surveillance tool, right? It's like, this is a way of bringing your own data that you have lawful authorities to collect together to make decisions. Sounds a lot like Excel. Because we are unabashedly patriotic and serve the US military, I think people have a kind of colored view of these things.” Anduril Co-Founder Trae Stephens (Trae Stephens): “I would argue that it is actually Excel with cell by cell security. Way more security.” Sankar: “As (Alex) Karp says, it’s the most insane platform in the world to try to do something illegal in, because you are going to be caught. That was part of the idea of how do you enhance privacy and security? How do you build more civil liberties protections in it? How do you have a normative view that enables a democracy to say, these are laws and rules, the system will enforce it, we're not just relying on people happening to do the correct thing? I think at the limit, it's actually kind of indefensible to have a perspective other than lawful use, because if you are salami slicing the policy, that's actually tyranny by tech bro. A small number of people are constraining the maneuver space of a democracy with no accountability to the populace. ------------------------------------------ Thanks to our partner for making this happen! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin

The All-In Podcast

45,918 views • 3 months ago

NEWS: Ford has officially unveiled its new electric vehicle platform and its next-generation vehicle production system. Ford Universal EV Platform Details: • Reduces parts by 20% versus a typical vehicle, with 25% fewer fasteners, 40% fewer workstations dock-to-dock in the plant and 15% faster assembly time. • Ford says "Lower cost of ownership over five years than a three-year-old used Tesla Model Y." • Wiring harness in the new midsize truck; more than 4,000 feet (1.3 kilometers) shorter and 10 kilograms lighter than the one used in our first-gen electric SUV • Lithium iron phosphate (LFP) prismatic batteries enable space and weight and cost savings. It's a structural sub-assembly that also serves as the vehicle’s floor • The new midsize truck is forecasted to have more passenger room than the latest Toyota RAV4, even before you include the frunk and the truck bed. You can lock your surfboards or other gear in that bed – no roof rack or trailer hitch racks required • The new midsize truck will have a targeted 0-60 time as fast as a Mustang EcoBoost, with more downforce. Ford Universal EV Production System Details: • Transforming the traditional assembly line into an “assembly tree”. Instead of one long conveyor, three sub-assemblies run down their own lines simultaneously and then join together • Large single-piece aluminum unicastings replace dozens of smaller parts, enabling the front and rear of the vehicle to be assembled separately. • The front and rear are then combined with the third sub-assembly, the structural battery, which is independently assembled with seats, consoles and carpeting, to form the vehicle. • Parts travel down the assembly tree to operators in a kit. Within that kit, all fasteners, scanners and power tools required for the job are included. • Assembly of the new midsize electric truck could be up to 40% faster than Louisville Assembly Plant’s current vehicles. Some of that time will be reinvested into insourcing and automation to improve quality and cost, ultimately netting a 15% speed improvement. Ford: "A simple, efficient, flexible ecosystem to deliver a family of affordable, electric, software-defined vehicles – the first of which is a midsize, four-door electric pickup that will be assembled at Ford’s Louisville Assembly Plant for U.S. and export markets. Its launch is scheduled for 2027. It will have a target starting MSRP at about $30,000 USD." Ford says it is going to deliver a family of affordable, adaptable electric vehicles that offer multiple body styles for work and play — including for export — and whose LFP batteries will be assembled in America, not imported from China. Additional specifications for the midsize electric truck – including reveal date, starting price, EPA-estimated battery range, battery sizes and charge times – will be communicated later. Ford’s $2B investment in their Louisville Assembly Plant is in addition to its previously announced $3 billion investment in BlueOval Battery Park Michigan, which will build the prismatic LFP batteries for the midsize electric truck starting next year. Together, the investments total approximately $5 billion, and between the two plants, Ford expects to create or secure nearly 4,000 direct jobs.

Sawyer Merritt

202,060 views • 11 months ago

ERIC NUTTAL: DAY 55 OIL CRISIS EXPLODES - 600 MILLION BARRELS GONE WHILE STOCKS HIT ALL-TIME HIGHS Day 55 of the US-Iranian war and the Strait of Hormuz remains closed. The world has lost roughly 600 million barrels of oil supply at a staggering 12 to 13 million barrels per day and the damage keeps getting worse. Goldman Sachs just released a graph confirming global inventories will plunge well below record lows even if the strait opens tomorrow. THE DAMAGE IS ALREADY DONE ➡️ Multiple independent sources now triangulate the exact same catastrophic supply loss. ➡️ Voyage times mean the pain is locked in regardless of any sudden breakthrough. ➡️ This is the biggest energy crisis of our lifetimes playing out in real time. THE MARKET DISCONNECT ➡️ The Dow and S&P trade at or near all-time highs. ➡️ Everyone watching CNBC or Bloomberg terminals sees oil prices that still ignore reality. ➡️ Physical barrels face enormous demand while paper markets stay strangely calm. THE COMPLACENCY EXPLAINED ➡️ White House advisers are thrilled at how well tweets and unnamed sources have jawboned oil prices lower. ➡️ A single random rumor can crash paper oil five dollars in a day. ➡️ The second and bigger reason is simple: markets are waiting for physical shortages they cannot ignore. THE PHYSICAL SHORTAGE WAVE ➡️ Australia’s prime minister just held a press conference to announce they secured new supply equal to one single day of demand. ➡️ Parts of Africa can no longer afford to bid for barrels in the global battle underway. ➡️ Europe is running out of jet fuel with major airlines already canceling flights. THE US REALITY CHECK ➡️ Safety buffers and vessel inventories have now been completely exhausted. ➡️ Seasonal driving demand is just beginning its uptick. ➡️ The battle for every barrel is now hitting Cushing, jet fuel tanks, and gasoline stocks. THE PRICE BREAKING POINT ➡️ To balance the market without massive inventory draws you need meaningful demand reduction. ➡️ Historically that only happens above $175 per barrel. ➡️ Anything less and the physical shortage simply cannot be resolved. THE INVESTOR OPPORTUNITY ➡️ Current complacency in energy stocks creates one of the most attractive setups in years. ➡️ Quality US oil companies with market caps from 10 to 35 billion dollars now trade at 17 to 21 percent free cash flow yields using an $80 oil price. ➡️ The long-term floor is heading to $80 while 2027 futures sit absurdly at just $72. THE BOTTOM LINE The biggest energy crisis of our lifetimes is here yet markets remain asleep thanks to jawboning and the wait for physical pain. Physical shortages will force reality into prices faster than anyone expects. HT: YouTube Ninepoint Partners Eric Nuttall #OilCrisis #StraitOfHormuz #EnergyShortage #PhysicalBarrels #OilTo175 #EnergyInvesting #DemandDestruction

Mark

10,862 views • 3 months ago

Don't Buy a Mac Mini for Clawdbot: The Secret $10,000 Architecture That Costs You Nothing clawdbot might be the reason you feel like you need a ten thousand dollar computer right now but i am about to show you why that fomo is going to leave you broke. if you have been watching everyone rush out to buy mac minis and mac studios just to run open claw or some local models you are witnessing a massive transfer of wealth from your pocket to apple for no reason. there is a specific setup i use that costs almost nothing and keeps my main machine safe from whatever these autonomous agents are doing. if you stick with me i will walk you through the exact architecture of a professional trading system that handles the heavy lifting without you needing to drop a single rack on hardware most people are scared of running these bots on their main computer because they don't want an agent messing with their personal files or browser sessions. instead of buying a second mac mini for six hundred dollars you can just go to the top left of your screen and create a brand new user profile. this acts like a completely isolated sandbox where you can install all your trading tools and agents without them ever seeing your main data. it is essentially like getting a free computer for the price of five minutes of clicking around your settings but what if you aren't on a mac or you need to access your system while you are traveling without carrying three laptops in your backpack. this is where the first loop of professional automation starts to close because i use something called chrome remote desktop to bridge the gap. this allows me to leave a dedicated machine running in a safe place while i access the full desktop environment from a tablet or a cheap laptop anywhere in the world. it solves the mobility issue but it still doesn't solve the problem of those massive ten thousand dollar price tags for high end mac pros if you are a pc user or just someone who doesn't want to own physical hardware yet you should look into a windows vps through a provider like contabo. most developers will tell you to use a linux terminal but if you aren't a coder yet you need a visual interface you can actually see. getting a windows server allows you to log in and see a desktop just like your home computer for about fifteen dollars a month. i usually recommend at least twelve gigabytes of ram to keep things from getting janky when you are running multiple browser windows and agents at once now you might be thinking that the whole point of the big hardware was to run local models like kimi or glm to save on api costs. i spent years thinking i had to own the machines myself and i even spent hundreds of thousands on developers before i realized i could just do this myself. the secret to running those massive open source models without the ten thousand dollar investment is renting gpu power by the hour. sites like lambda labs let you spin up a monster machine that can run any model in existence for just a couple dollars an hour this is the ultimate pivot because it allows you to test if your strategy actually prints money before you commit to the hardware. you can turn the server on when you are iterating and turn it off the second you are done which keeps your overhead near zero. if you haven't proven that your bot can pay for itself yet then buying a mac studio is just an expensive hobby rather than a business move. there is a much bigger loophole involving the anthropic subscriptions that most people are completely overlooking right now right now i am using a specific plan with claude code that costs about two hundred dollars a month but it lets me run open claw all day without hitting api limits. if i were paying for those same tokens through the standard api i would probably be spending hundreds of dollars every single day. it is a massive cost savings that allows you to iterate and fail until you find a winning strategy without draining your bank account. even if they eventually close this loophole or snitch on the usage patterns it serves as the perfect training ground for a data dog the goal is to find a system that works with a smaller or cheaper model like haiku before you ever try to scale up to the heavy weights. if you can make a strategy profitable using a less intelligent and cheaper model then you know you have found real alpha. once you have that foundation you can decide if it finally makes sense to build your own custom pc rig which will always be half the price of an apple machine. i am an apple guy so i usually pay the tax anyway but i only do it once the system is already generating enough to cover the cost ten times over i believe that code is the great equalizer because it took me from losing money and getting liquidated to having fully automated systems doing the work for me. i had to learn to live with the iterations and the failures on youtube to get to this point of clarity. the universe tends to get out of your way once you make a non negotiable contract with yourself to see the process through to the end. you don't need the flashy hardware or the most expensive setup to start winning in this game stay focused on the logic and the data rather than the hype and the fomo that everyone else is falling for. if you can master the bridge between renting power and owning your logic you will be ahead of ninety nine percent of the people in this space. the path to a fully automated life isn't paved with expensive gadgets but with the discipline to iterate until the system finally prints

Moon Dev

17,382 views • 5 months ago