radarthekat

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radarthekat
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  • Connections between Apple Car and a mysterious Arizona facility deepen with new evidence

    Rick601 said:
    So much ignorance about Tesla here. Very unfortunate since it reminds me of Apple shortly after the iPhone release.(Blackberry will rule!!!) Here’s what you do: 1 go to YouTube and watch the latest Tesla FSD videos posted by users. You will see that it is incredibly far along and has shown already to be 10 times safer than a traditional driver.  2. Learn and understand Tesla’s approach using AI and imminent Dojo to improve FSD. (Years ahead). 3. Learn about Megapacks. 4. Learn about Tesla manufacturing and supply chain. (Years ahead and much more efficient). 5 Learn about plans for Tesla Bots. Just getting started.   Great channel called the Tesla Space.  6. Tesla is rock solid financially and making great profits already. ($10B in the past year) Apple has always been my number one investment but Tesla’s future from this point forward is much brighter. Oh yeah, cybertruck with 1.5M pre orders due in Aug-Sep. My great regret is that I too believed the Tesla FUD for many years. 
    Reading your comment is like looking in a mirror. Here's my investment thesis on Tesla, written up in my blog.  I think you'll agree...

    note: not trying to self-promote. My blog has only a few posts and zero traffic and that's fine with me; it's mostly my way of organizing my thoughts through writing...

    https://carlwithacamera.wordpress.com/2022/07/03/how-i-chose-tesla-implications-for-your-next-investment/


    williamlondon
  • Connections between Apple Car and a mysterious Arizona facility deepen with new evidence

    radarthekat said: You might change your view of you watched some of Sandy Monroe’s vehicle tear form videos.  Tesla is leaps and bounds ahead in important engineering areas. 
    Such as? You've apparently watched the videos but don't have a synopsis of their "leaps and bounds" advantage?

      
    Battery and cabin temperature management.  The Octavalve designed to maintain temperatures for the battery packs and the passenger cabin is considered to be next level to anything else in the industry.  It's compact, integrates several heating and cooling systems and eliminates both weight and parts, obviating the need for several hoses in addition to pumps and other components.  Hoses are a failure point and every hose adds the weight of the fluid moving through it.

    Front and rear castings.  Tesla has made great leaps in reducing parts and weight with its Giga castings.  The rear section of the Model Y, as one example, reduced 70 parts, all welded/bolted/glued together down to a single molded aluminum part, with mounting points molded in.  This translates to factory space and time savings and a much better fit for body panels and other components.  Other automakers are just now starting to order their own equipment so that they can follow in Tesla's footsteps in simplifying their designs and optimizing factory efficiency.  It'll take them years to get close.  

    Battery management.  Tesla's battery management software is next to none, ensuring that batteries are both charged and utilized to optimize overall battery life by minimizing degradation.  This is accomplished  through battery conditioning (warming) early in each charge cycle and drawdown.  The octavalve mentioned above plays a significant role here.

    Over-the-air updates.  It's recognized by every player in the industry that Tesla is far ahead in OTA software updates, often unlocking new capabilities (more power and longer range) through constant innovations in battery and motor management algorithms.  Tesla also uses software to control far more aspects of their vehicle's functions versus competitors, and this means that Tesla can enhance or correct functionality of everything from the way the windshield wipers function to seatbelt tension, emergency breaking, etc.  

    There are additional aspects where Tesla clearly leads by a long way, such as its charging network hardware which is now being adopted by most, and soon all, other car makers.  The SAE (Society of Automotive Engineers just announced that Tesla's NACS (North American Charging Standard) will be the official charging standard.  I could go on.  
    williamlondon
  • Connections between Apple Car and a mysterious Arizona facility deepen with new evidence

    Rick601 said:
    Tesla has such a lead in all EV areas, I can’t believe Apple would have much to contribute other than improving CarPlay. 
    Tesla doesn't have any technological advantages. Their advantage was being first-to-market with a complete ecosystem for EVs. They didn't just make vehicles, they also made home chargers and built a network of city charging stations. So companies like Ford and GM don't really have any issues with making vehicles that are as good as Tesla but they lack the other parts of the ecosystem. 

    Tesla's self-driving system isn't anything special. It's only meant to be used on highways and pretty much every other EV maker has the same type of technology where you can go hands-free on the highway. 
    You might change your view of you watched some of Sandy Monroe’s vehicle tear form videos.  Tesla is leaps and bounds ahead in important engineering areas. 
    williamlondonRick601
  • Connections between Apple Car and a mysterious Arizona facility deepen with new evidence

    If you zoom in there’s a road named Chrysler Corp Proving.  Another named Chrysler Flat Track Rd and another named Chrysler Oval Track.   Interesting.  


    Anilu_777forgot usernameFileMakerFellerh4y3sjony0
  • Apple on the hook for $1.1 billion in Caltech Wi-Fi patent case

    It seems weird that this isn't all on Broadcom. All Apple did was buy parts from them. Imagine if you had to research if everything you buy for your business has proper patenting. But then again, I'm no lawyer. Or doctor. Or ballet dancer. Or construction worker. 
    Your take on this is correct.  Apple has insisted that, because it used common Wi-Fi chips supplied by Broadcom, and since it didn't create the technology that infringed on the patents, Apple was therefore "merely an indirect downstream party."  This is actually a thing, called indirect infringement and the court was correct in not accepting Apple’s argument, 

    From the article,
    ”That argument failed in the 2020 trial, with Apple hit with an $838 million fine and Broadcom a $270 million fine.”

    but that’s because it’s not the court’s job to expand the lawsuit in order to dive into the relationship between Apple and Broadcom to determine whether Apple knew Broadcom’s products infringed another entity’s patents.  

    The way this works is that the court determines whether there was infringement, and, with the assumption that  the infringement was direct, what should be the damages paid by each infringing entity?  With that settled, Apple can start a new lawsuit, if they wish (and they will) against Broadcom to collect back the amounts it had to pay for Broadcom’s infringement, assuming Apple can show that Apple was not aware of the infringing technology within the Broadcom products Apple incorporated into its own products. 

    This is usually covered by the supplier contracts, which will undoubtedly contain sections dealing with indemnification and compensation by the supplier (Broadcom) in the event of indirect infringement by the supplier’s customer (Apple).   So in the end it could be that the entire award, eventually, falls upon Broadcom’s shoulders.  It’s just a two-step legal process. 
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