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Cake day: July 9th, 2023

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  • the US continues to artificially prop up its EV market ex-China.

    It’s not even that: a little protectionism is normal trade policy globally. This would be fine, if it were temporary and if there was a goal to develop the domestic industry.

    The real problem is the combination of protectionism, while also rejecting the technology change and shrinking down to the home market. The protectionism will stop at some point. Realistically it has to. But when it does, American legacy manufacturers will find themselves struggling to sell buggy whips to a world that sees them as museum displays. We’re trying to milk a few more years out of the legacy technology at the cost of totally ignoring the future


  • Yeah, I have to say, I still see Tesla as the leader by far here in the us. And given how price of cars has skyrocketed, teslas are now also “affordable”. It’s a shame they seem to be abandoning the car market. There’s finally some EV choice but not much, half of the choice was just cancelled, and most are not good.

    Rivian is our best choice for the next compelling EV, but R2 cost significantly more than Tesla.

    • A lot of people online like the Equinox and it’s inexpensive, but poor efficiency, horrible software and no CarPlay. Also I’ve never seen one. GM cars in general don’t do well in my part of the US so it would be challenge to get people to see they exist
    • Lucid looks great on paper and I’m excited to see their mass market vehicles in a year or two, but they e really been struggling. I hope the saudis continue to see it through
    • Hyundai/Kia have been kicking ass on choice but low efficiency and still haven’t kicked their historical reputations for poor quality and easy to steal






  • Yes and no. The problem pattern of ammunition production follows defense contracts: buy enough for stock, then don’t buy anymore. The industry is not configured for steady production.

    Now we’re using a steady number but don’t have steady production to replenish stocks, but it seems like more of a production or industry configuration issue than a usage issue.

    It’s also part of the reason weapons are so expensive: there’s no steady market to support steady production













  • I’m usually on the other side of this argument

    • Tesla model 3 and y are $10k cheaper than originally
    • we finally have a couple affordable EVs (Chevy equinox) and Nissan leaf is more usable than originally
    • anyone with their own home should be able to charge at home cheaply
    • just plugging in at home is so much more convenient than going to local gas stations all the time
    • every road trip I’ve taken has had a usable amount of trip chargers (admittedly along the east coast)
    • battery warrantees are typically longer than the first owner keeps a car, but real life shows batteries staying useful through 15 years, 250k miles

    But yeah, in the us we’re not “over the hump” yet. There are still few EV models, selling for too much, and all the exciting announcements for next year have been cancelled. We’ve slowed the buildout of trip chargers and may have entirely stopped trying to find charging answers for apartments, condos, street parking. Worst of all the politicizing of EVs and cancelling the incentive means we are also not building a used EV market. Sure, there are cheap used ones now as a consequences of supply and demand, but that will constrict again with the pullback of new vehicles, while the existing used fleet rapidly obsolesces