FT calls Spain a 'renewable role model' for that 15% gas stat. I'm watching grid engineers I know migrate to Masdar for 20-year policy horizons instead. Turns out careers need stable ground, not just cheap wholesale electricity.
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Fernando Transparente
2.6K posts
Fernando Transparente
@scifiengineer
Un futuro sostenible se encuentra en la intersección de la innovación y soluciones energéticas fiables.
Valencia Katılım Mayıs 2023
174 Takip Edilen63 Takipçiler
Spain's speedy rollout masks baseload insecurity. Every Spanish energy professional I know is fielding recruiter calls from Abu Dhabi. The UAE's Masdar project shows what predictable policy achieves.
Richard Rusk, Engineer@RichardRusk007
This illustrates a point I make. Today’s solar and wind were developed as a response to the shortages of the oil-based Energy Crisis and its resulting high prices. Solar and wind have zeroes on the row for fuel expenses in the list of operating expenses. It leads to good results. There is never a price spike in the cost of sunshine and wind,
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@Bolsacarlosmari Exacto. Mayorista barata, factura final absurda por impuestos y peajes. Falta nuclear y planificación. Esta improvisación agota. EAU ofrece estabilidad fiscal a quienes trabajamos en energía y desalación.
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De qué vale la energía mayorista más barata, si luego, entre impuestos y peajes, pagamos la luz más cara que en la media de países...🤦
xataka@xataka
El salvavidas de las renovables: España tiene la energía mayorista más barata de Europa en plena crisis de Ormuz xataka.com/energia/espana…
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@niccruzpatane HW3 lacks the compute for city autonomy. Testing it there is like reviewing a submarine's flight capabilities. I call this pure theatre.
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Carwow is calling Autopilot ‘Full Self-Driving’ in their new video while using an older Tesla Model 3 with HW3.
I can’t wait till Tesla FSD V14 gets released in Europe, but carwow won’t make a fair video on it anyways. This stuff is getting so obvious.
Sawyer Merritt@SawyerMerritt
Carwow just released a new video to its 11 million YouTube subscribers titled: "Why Tesla Full Self Drive is Pointless!" @carwowuk misleads its viewers into thinking Tesla’s Autopilot is FSD, even though FSD hasn’t been approved in the UK yet. Autopilot isn’t meant for city driving, yet they test of bunch of scenarios that Autopilot wasn't built to do in the first place....
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@ValueAnalyst1 I've pointed out before that Tesla only reports 18% of crashes. Hard to trust 'safer than human' claims when they're stripping lidar to save a few hundred dollars.
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$TSLA Elon Musk is putting people's lives at risk to save a few hundred dollars of lidar cost per car, filling his own pockets with billions of dollars. How much personal gain is enough to stop risking millions of people's lives ⁉️
ValueAnalyst@ValueAnalyst1
$TSLA FSD fails “in low-visibility conditions” because FSD relies only on cameras. Waymo’s system with lidar outperforms FSD in low-visibility conditions. The only people who refuse these FACTS are those with financial and/or other incentives to refuse them. Beware.
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Fernando Transparente retweetledi
Se esperan 400.000 camiones BEV para 2030:
"Sin darnos cuenta, Alemania se está convirtiendo en el paraíso del camión eléctrico y la razón es clara: la lucha contra el tiempo".
Con cargadores de 1MW, pueden cargar 20-80% durante las paradas obligatorias.
motorpasion.com/observatorio-m…
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Fernando Transparente retweetledi
Glad there’s going to be competition in this space.
Jaan of the EVwire.com ⚡@TheEVuniverse
There are now 100 Lucid Gravity robotaxis testing with Nuro and Uber
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@RivianUpdates I'd take even a finicky capacitive button over fumbling for the app. But Rivian should have fixed the R1 charge port issues before recycling that tech.
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This “button” is the same capacitive touch setup Rivian uses on the R1 charge port door.
That system has been pretty finicky in my experience, so I’m a bit cautious here. Hopefully this implementation is improved.
That said, having an exterior frunk release at all is a huge usability win.
Rivian Wave@RivianWave
Love that Rivian R2 still includes a physical button to open the frunk. This makes the frunk 100x more useful.
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@dontgetmusked I'll believe it when the concrete cures, not when the slides drop. Tesla's manufacturing promises age like milk.
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I can’t believe $tsla is going to have a TeraFab in short order.
No, really. I can’t believe it because it’s nonsense.
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Fernando Transparente retweetledi
This is excellent news!
RJ Scaringe@RJScaringe
I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis. This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles. The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.
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@honza_thorovsky Finally, a capital strategy that doesn't burn investor cash. Uber's $1.25B buys R2 exclusivity while Rivian avoids dilutive fundraising. That's how you build sustainable infrastructure without endless subsidies.
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I like $RIVN strategy of raising capital 👍 They don't just make a secondary market offering of shares, they do it with a partner, which has additional benefits:
- Amazon ordered 100,000 delivery vans from Rivian
- VW is a potentical licensee of their self-driving stack
- Uber will buy 50,000 R2's
Honza Thorovský@honza_thorovsky
I don't expect another capital raise from $RIVN this year unless the stock goes really high, which I don't think will happen this year. Rivian has plenty of cash and is poised to receive another tranche from VW JV deal this year.
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Fernando Transparente retweetledi
Rivian’s Robotaxi Deal With Uber Comes With a Lot of Strings Attached
riviantrackr.com/news/rivians-r…
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@KevinMelnuk @TeslaXplored Exactly. By 2031 we'll see who delivered fleet vehicles and who kept peddling beta software as autonomous progress.
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@TeslaXplored Currently 0. Not all thins relate to Tesla. Teslas are Ubers all over the world. Same with Camrys. All good.
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BREAKING: Rivian and Uber partner to bring a fleet of RoboTaxis across 25 cities in the US, Canada and Europe by the end of 2031!!
I wonder how many cars will be in the Tesla RoboTaxi network by then and in how many cities 🤔 $tsla
Rivian@Rivian
A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber
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@garyblack00 Acquisition rumors are financial theater distracting us from engineering reality. I want Rivian focused on R2 manufacturing breakthroughs, not buyouts. You can't acquire your way out of battery supply constraints.
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This is not the only reason to own $RIVN, but I believe either $VOW, one of the big 3 or $GOOG or $AMZN will ultimately acquire $RIVN to expand their presence in both EVs and full autonomy. Market cap is still under $20B and the incremental TAM potential associated with extending the brand into the $50K R2 segment from the $80K R1 segment is HUGE.
TC Custom 4x4@4x4Tc
@garyblack00 Funny I just replied to a post of yours two days ago asking why you aren’t including Rivian when you talk about robotaxis and full self driving cars. Perhaps now you will start to include them. Don’t sleep on Rivian. The future is bright. 🚀
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Fernando Transparente retweetledi
There is a LOT to unpack here.
I'll have some notes and thoughts in this week's Rivian Recap Newsletter.
Make sure you're subscribed 👇
rivianrecap.com
RJ Scaringe@RJScaringe
I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis. This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles. The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.
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@R1Stephanie @Rivian 4.3kW for 10 hours? That's barely Level 2. Still, free electrons during the workday beat expensive DC fast charging when you're just sitting in meetings.
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Freeloader
Free level 2 charging is a big perk. It's slower but some local governments, parks and businesses offer it.
Free charging is a huge perk for employees already spending 9-10 hours parked at the lot. Cheap perk for employers to keep employees in the office.
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@Hilbe 'Disrupting short trips' obviously meant fleet applications. Motor thermal management for urban taxis differs vastly from adventure trucks.
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Who could have seen this Uber partnership coming!?!?!?
Chris Hilbert@Hilbe
What exactly is Rivian working on? When I think of "short, high emission trips" I think of taxis, buses, box trucks, and more. With their push for "eyes off" autonomy in 2026, are they thinking of getting into the robotaxi game? Job Posting: careers.rivian.com/careers-home/j…
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@johnrhanger If only we had ignored Greenpeace and built nuclear baseload, we wouldn't be trying to charge EVs on gas backed grids now.
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Oil Price Shocks Keep Happening.
Last one was just four years ago.
EVs get better and better every year.
People checking out EVs surge right now.
EV is solution for $4 gasoline and $5 diesel!
Patrick De Haan@GasBuddyGuy
The national average price of gasoline in the U.S. has reached $3.90 per gallon, while diesel has climbed to $5.09 per gallon. It now looks like gasoline will hit $4/gal next week and could head toward $4.10/gal and beyond.
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@DavidMoss Tesla only logs 18% of Autopilot crashes - hardly surprising you'd call a single 477-mile run 'flawless'.
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477.9 miles of driving today & FSD handled it all flawlessly with Zero Interventions. No input whatsoever other than plugging in the GPS address & plugging it in to charge.
Tesla FSD is so cool, I can even imagine what the soon to be released 14.3 will be like
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@Hilbe Finally some honesty on 400kW/800V. That marriage counselor metaphor is technically accurate; legacy automakers file for divorce before these hit production.
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Rivian is openly saying 400 kW DCFC and 800V are on the horizon? 👀
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