Ian Teetzel

[Ian Teetzel @ianteetzel]

@JessePeltan Cuckcoo

[Ian Teetzel @ianteetzel]

@VictoryForPhil @TeslaKing420 🤣 imagine paying a month fee for a supervised dishwasher you have to rewash stuff.

[Ian Teetzel @ianteetzel]

@TeslaKing420 A dishwasher that you have to sit there and watch it the whole time it's washing for an extra $100/month and if you look at your phone it yells at you 🤣. Once it's unsupervised it will be game changing, but until then it's like paying for a supervised dishwasher.

[Ian Teetzel @ianteetzel]

We are all born sinners. That's why we must be born again. What reveals something as "wrong" is not anyone disposition. It's the inspired, infallible, and preserved Word of God. The law reveals our sin and the gospel the only way to reconciliation with our Creator.

Psalm 51:5 NLT
For I was born a sinner- yes, from the moment my mother conceived me.

Mark 7:20-23 NLT
And then he added, "It is what comes from inside that defiles you. [21] For from within, out of a person's heart, come evil thoughts, sexual immorality, theft, murder, [22] adultery, greed, wickedness, deceit, lustful desires, envy, slander, pride, and foolishness. [23] All these vile things come from within; they are what defile you."

John 3:3-21 NLT
Jesus replied, "I tell you the truth, unless you are born again, you cannot see the Kingdom of God." [4] "What do you mean?" exclaimed Nicodemus. "How can an old man go back into his mother's womb and be born again?" [5] Jesus replied, "I assure you, no one can enter the Kingdom of God without being born of water and the Spirit. [6] Humans can reproduce only human life, but the Holy Spirit gives birth to spiritual life. [7] So don't be surprised when I say, 'You must be born again.' [8] The wind blows wherever it wants. Just as you can hear the wind but can't tell where it comes from or where it is going, so you can't explain how people are born of the Spirit." [9] "How are these things possible?" Nicodemus asked. [10] Jesus replied, "You are a respected Jewish teacher, and yet you don't understand these things? [11] I assure you, we tell you what we know and have seen, and yet you won't believe our testimony. [12] But if you don't believe me when I tell you about earthly things, how can you possibly believe if I tell you about heavenly things? [13] No one has ever gone to heaven and returned. But the Son of Man has come down from heaven. [14] And as Moses lifted up the bronze snake on a pole in the wilderness, so the Son of Man must be lifted up, [15] so that everyone who believes in him will have eternal life. [16] "For this is how God loved the world: He gave his one and only Son, so that everyone who believes in him will not perish but have eternal life. [17] God sent his Son into the world not to judge the world, but to save the world through him. [18] "There is no judgment against anyone who believes in him. But anyone who does not believe in him has already been judged for not believing in God's one and only Son. [19] And the judgment is based on this fact: God's light came into the world, but people loved the darkness more than the light, for their actions were evil. [20] All who do evil hate the light and refuse to go near it for fear their sins will be exposed. [21] But those who do what is right come to the light so others can see that they are doing what God wants."

[Ian Teetzel @ianteetzel]

@JOBhakdi @grok what has a better chance SpaceX being worth 2 quadrillion by 2042 or money becoming pointless? Or if they become that valuable is money essentially meaningless?

[Ian Teetzel @ianteetzel]

@wholemars Absolutely. Addressable market essential rounds to 0% above $75k.

[Ian Teetzel @ianteetzel]

@maddoxlschaper @PeterDiamandis 🎯

[Ian Teetzel @ianteetzel]

Yes accurate. I'm thinking vs public charging, but lots of trucking companies won't have the power supply available to install multiple megachargers plus having employees jockey trucks around to charge for an hour a day would be a major pain. Technology adoption takes cost and convenience and when the drivers can park in their nightly parking spot and plug in like we do with our car that's the cost & convenience advantage that companies need for adoption.

If someone has a dozen EVs and only 1-2 superchargers it would be a major pain, each vehicle needs its own charger to be convenient. I wouldn't even like having 2 EVs with 1 charger lol.

Plus they are all day cabs so they are only going to be doing local and regional routes where they can get back to the yard every day. Until they are autonomous anyways. That's going to be the real feature for adoption.

[Ian Teetzel @ianteetzel]

The history to know is ethanol was started to strengthen a very weak agricultural industry not because it made sense or was scalable. Agricultural was in a very bad financial position in the late 90's and early 2000's when the government built the ethanol industry with subsidies and regulations. The government was spending billions in subsidies to keep the ag industry afloat. They were seriously concerned with the long term strength of the ag industry because if ag collapses it's obvious very very bad for a country. They saw ethanol as a way to a self sufficient strong financial ag industry and for 20 years it has been that.

[Ian Teetzel @ianteetzel]

@jasonc_nc It's gross 40%, net 30% after ddg's are recovered which get feed to livestock, but yes it still makes no sense for fuel. Completely unscalable.

[Ian Teetzel @ianteetzel]

My favorite way to explain it is. It would take 400 million acres of corn if the entire us fleet ran on ethanol. There's only 225 million acres of corn, beans & wheat grown in America and it would take 3 million acres of combined solar with wind to power the entire fleet if it was all electric, but if they all charged off peak we already have enough electrical production capacity for the entire fleet.

[Ian Teetzel @ianteetzel]

@ChrisCamillo @Youssef_Lasri1 This is so true. 38% of GDP is direct government spending (all levels of government, not counting the trickle down economics) but the government definitely doesn't produce 38% of goods & services.

[Ian Teetzel @ianteetzel]

Yes solar doesn't have to go on productive land, but FYI 30 million acres net of corn (10% of farmland) goes to producing ethanol. That ethanol powers the entire US fleet 6% of the total miles. (1 acre of corn produces ethanol that has the energy to propel an F150 25,000 miles. 1 acre of solar producers the energy to propel an F150 EV 700,000 miles). If the entire US fleet was EV 3 million acres of solar is enough to power 100% of the 3.3 million miles.

[Ian Teetzel @ianteetzel]

I think you're right on. To make it return you need in yard (off peak) charging. I think there was mention of a "yard" charger at a presentation a long time ago. Over 50% of semi's do park in their yard every night (less than 50% do long haul). So this would make the most sense. Then no one has to spend time fueling it up too. Drivers can schedule precondition so it's ready to go when they get there. To maximize sales this seems the logical way.

To charge in 10 hours would require an 80 kw connection. 96 amps @ 480v per truck. Nothing crazy for an industrial site. A dedicated 80 kw charger for each truck seems like the logical way.

[Ian Teetzel @ianteetzel]

If the Tesla semi is approximately 40¢/mile cheaper than diesel (on avg) and they cost $100k more than the diesel semi they replace. It will take 250,000 miles to recoup the additional capX cost of the truck + charging infrastructure cost.

Fleets that buy new typically keep their trucks for 3-7 years (250-600k miles). Residual value will play a major role in the economic viability for fleets that run new trucks.

Maintenance cost for oil changes & breaks is very low small for fleets that run new 3-7 year old trucks. Less maintenance will always be be a welcomed convenience though.

Autonomy will be where the real market unlock is. Just like the cars.

[Ian Teetzel @ianteetzel]

@FutureAZA 100,000 kms. Normal driving. 2022 MYLR. Sailun Erange EV's on now ($1580 cad). Looks like they'll make it to 100k kms.

That's 1.58¢ CA/km or 1.83¢ US/mile

[Ian Teetzel @ianteetzel]

Earth has an abundance of resources. Resource scarcity is artificially created by regulations and technology limitations.

Goods & Services = Inputs (Knowledge + Resources + Energy + Work).

Each good or service costs the combined total of these inputs. AI & Robotics could democratize everything but resources. Then Goods & Services will be only limited by regulations.

[Ian Teetzel @ianteetzel]

Not free. We pay for the entertainment. $2840/year increase per household he made ($840 in federal income tax and $2000 in interest on the federal debt).

Meanwhile Norway has a $1.1 million per household sovereign wealth fund ($530k/person) with less than 1/3 the proven oil reserves per person. Imagine we could get a government that actually cares about its people and isn't financially inept.

[Ian Teetzel @ianteetzel]

@paulswaney3 @grok “Uh, we, uh, uh, we have uh recently switched to drinking uh water bottles out of uh water out of uh when we have water bottles uh out of uh plastic uh, sorry, away from plastic towards uh paper uh like drink box water bottles sort of things.” Justin Trudeau (june 2019)