arqtus / Qwextor

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Huffduffed (17)

  1. How Tesla Is Revolutionizing the Auto Industry w/ Sandy Munro (Ep. 352)

    I’m joined by Sandy Munro, a well-known auto expert and design consultant as we dive into Tesla, the auto industry, Cybertruck, structural battery pack, single piece castings, Elon Musk, VTOLs, and the future of transport.

    https://leandesign.com https://twitter.com/MunroAssociates https://www.youtube.com/channel/UCj--iMtToRO_cGG_fpmP5XQ

    Timestamps: 00:00 - Introduction 00:30 - Design meeting details with Elon Musk 4:30 - More specifics on SpaceX design review meeting 6:23 - Elon Musk as engineer 10:30 - Elon Musk CEO vs other OEM CEOs 15:40 - Tesla w/o Elon Musk scenario 20:05 - Biden EV tax incentive 22:12 - Tesla ramp of 4680 battery cells 25:25 - Quantumscape - more bullish or less bullish? 27:55 - 4680 cells for Austin and Berlin 32:50 - Structural battery pack advantages 42:35 - More details on front and rear single piece casting 46:10 - Improvements in cost, range, performance 51:00 - Why not a single piece casting for entire car 56:15 - Cybertruck production process 1:02:15 - $25,000 cybercar? 1:05:24 - Lucid Motors believable? 1:07:03 - Chinese EV makers going global 1:12:25 - Big Tech chances in auto 1:16:35 - Tesla Van 1:20:20 - $25k Tesla as platform 1:22:25 - Last-foot delivery with VTOLs 1:29:30 - Conclusion

    Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://…

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    Original video: https://m.youtube.com/watch?v=jOtnmHvR49Y
    Downloaded by http://huffduff-video.snarfed.org/ on Thu May 27 17:43:40 2021 Available for 30 days after download

    Tagged with education

    —Huffduffed by arqtus

  2. Tesla’s Incredible Profitability - Pierre Ferragu & Rob Maurer Discuss Tesla

    Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla’s return on investment, operating leverage, competitive positioning, delivery outlook, supply chains, cryptocurrency, and more.

    0:00 Introduction 0:52 Understanding Tesla’s profitability 4:58 The right to make money 7:47 New Street’s TSLA note - cash return 16:27 Operating margin outlook 20:53 Tesla vs. TSMC 27:04 Tesla vs. BMW / Daimler 29:34 Tesla’s structural advantages 36:20 Does this increase Pierre’s bullishness? 38:27 Accelerating growth 43:36 Pierre’s new Model Y 45:14 Reaction to Tesla/Musk’s involvement in cryptocurrency 52:02 What concerns are you hearing? 52:54 2021 delivery expectations

    You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com

    Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

    #Tesla #TSLA #Investing

    Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Music by Evan Schaeffer

    Disclosure: Rob Maurer is long TSLA stock & derivatives

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    Original video: https://www.youtube.com/watch?v=yqnnC-8bCz4
    Downloaded by http://huffduff-video.snarfed.org/ on Wed May 26 11:21:23 2021 Available for 30 days after download

    —Huffduffed by arqtus

  3. My Bull Thesis on Ethereum, Bitcoin and Coinbase w/ Garry Tan (Ep. 351)

    I’m joined by Garry Tan, co-founder of Initialized Capital. Previously he was a co-founder of Posterous and Posthaven, and a partner at YCombinator.

    Garry Tan on Twitter, https://twitter.com/garrytan https://www.youtube.com/user/rantfoil Garry Tan interview of Brian Armstrong Coinbase CEO, https://www.youtube.com/watch?v=UpbGbKQsTjc

    Timestamps: 00:00 - Introduction 00:39 - Why YouTube? 3:07 - Coinbase investment bull thesis, growth of DeFi, decentralized autonomous organizations 12:05 - Bitcoin & Ethereum competitive advantage, Solana 17:57 - Hacker News bias 21:20 - Unique breed of crypto developers 23:30 - Ethereum to $10,000? 24:22 - How to value Ethereum? 26:35 - Ethereum killers? ADA, Polkadot, Solana, Tezos, Dfinity/ICP 28:15 - Great Twitter and YouTube accounts 29:10 - Why continue to invest? 34:43 - How much capital do you manage? 35:30 - Role of geography in investing success 38:25 - Key insight in investing 44:25 - How to pick the winners before product-market fit? 49:30 - Expectations on returns 51:30 - Conclusion

    Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/hey

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    Original video: https://www.youtube.com/watch?v=RYPxgoJS5aA
    Downloaded by http://huffduff-video.snarfed.org/ on Tue May 25 16:11:42 2021 Available for 30 days after download

    Tagged with education

    —Huffduffed by arqtus

  4. Should You Use Celsius Network? The Truth.. w/ CEO Alex Mashinsky

    #celsius #crypto #interview ✘Join Celsius Network using my referral code 156630085b when signing up and get $30 in Free $BTC with your first transfer of $200 or more!

    ✘ Follow me: ► Twitter: https://twitter.com/RyanRotolo

    ✘[ Business Inquiries Please Contact ] ► Email: cryptofiend.io@protonmail.com ►Telegram: @Crypto_Fiend

    ✘Disclaimer: This video represents my personal opinion that are for educational purposes only and do not necessarily constitute facts in any way. Therefore no posts represent investment advice. Trade and Invest at your own risk.

    ✘Tags bitcoin, btc, bitcoin news, cryptocurrency, bitcoin 2019, crypto, bitcoin price, bitcoin live, bitcoin today, buy bitcoin, bitcoin analysis, bitcoin technical analysis, ethereum, crypto news today, ripple, xrp, blockchain, bitcoin ta, bitcoin trading, bitcoin news today, crypto news, bitcoin price prediction, btc live, bitcoin halving, crypto live, bitcoin price analysis, bitcoin prediction, btc news, bitcoin crash, btc analysis, litecoin, bitcoin btc, altcoin, bitcoin crypto, bitcoin price news, cryptocurrency news, altcoins, crypto trading, eth, crypto market

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    Original video: https://www.youtube.com/watch?v=toc6xtDz1Bk
    Downloaded by http://huffduff-video.snarfed.org/ on Thu May 20 16:08:00 2021 Available for 30 days after download

    Tagged with education

    —Huffduffed by arqtus

  5. Polkadot: A Bet Against Maximalism (w/Gavin Wood and Sebastian Moonjava)

    Gavin Wood, co-founder of Polkadot and co-founder and CTO of Ethereum, joins Sebastian Moonjava, Real Vision associate crypto editor, to discuss Polkadot, Kusama, and the evolving crypto landscape. Wood explains that Polkadot was created to enable faster innovation in the blockchain space, reducing the amount of work necessary to start and secure a new blockchain and connect it to others. He describes Polkadot as a layer 0 technology, a meta protocol, that is more abstract and flexible than Bitcoin and Ethereum. Wood also talks about Kusama, which utilizes the same kind of technology as Polkadot but has a completely different development philosophy. Kusama is a faster iterating, more experimental chain that acts as a "canary network"—a real value, live chain that allows for rapid development of the technology. He describes Polkadot as a revolution in blockchain technology, not just an evolution. Filmed on January 21, 2021.

    Key Learnings: Polkadot enables faster innovation in blockchain technology by making it easier for people to build, secure, and connect blockchains. Kusama is a more experimental, faster iterating, blockchain utilizing similar technology as Polkadot. Wood believes that Polkadot is a bet against maximalism as he doesn’t prescribe to the idea that there is a "best" blockchain or s…

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    Original video: https://www.youtube.com/watch?v=nBQ0lmLaDFM
    Downloaded by http://huffduff-video.snarfed.org/ on Sun May 16 11:57:49 2021 Available for 30 days after download

    Tagged with entertainment

    —Huffduffed by arqtus

  6. Polkadot Decoded 2020: Fireside chat with Gavin Wood moderated by Laura Shin

    Speakers: Gavin Wood, Founder, Parity Technologies & Polkadot and Crypto journalist, Unchained Podcast

    The first edition of Polkadot Decoded conference brought the Polkadot community together for the first gathering since the network’s launch and decentralization. It featured a full program of talks on all aspects of Polkadot by the teams building the network’s core technology, as well as those building ecosystem parachains, applications, and cross-network bridges. Check out https://decoded.polkadot.network/ to learn more.


    Learn more about Polkadot at https://polkadot.network/

    Join the discussion on Discord: https://discord.gg/3WDYpQT Telegram: https://t.me/PolkadotOfficial Element: https://riot.im/app/#/room/#polkadot-watercooler:matrix.org

    Subscribe to the newsletter: https://bit.ly/Polkadot_Newsletter Follow on Twitter: https://twitter.com/Polkadot Join the subreddit: https://www.reddit.com/r/dot/

    Polkadot Lightpaper: https://polkadot.network/Polkadot-lightpaper.pdf Polkadot Wiki: https://wiki.polkadot.network/docs/en/learn-introduction

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    Original video: https://www.youtube.com/watch?v=p13bIyeglVo
    Downloaded by http://huffduff-video.snarfed.org/ on Sun May 16 11:52:14 2021 Available for 30 days after download

    —Huffduffed by arqtus

  7. Epic v Apple: Epic’s Selling Crackers at the Liquor Store? (Day 8) (VL469)

    "Epic vs Apple" has finally arrived and as Tim Sweeney now famously said we’re in for some "fireworks"!

    On day eight we’ve got more economists! What do Steam Link, American Express, flower bouquets and liquor stores have to do with mobile app distribution? I’m glad you asked!

    Technology cases always have the best metaphors…in Virtual Legality.

    #Epic #Apple #Lawsuit


    SUPPORT THE CHANNEL

    PATREON - https://www.patreon.com/VirtualLegality STREAMLABS - https://streamlabs.com/richardhoeg STORE - https://teespring.com/stores/hoeg-law-store


    CHAPTERS 00:00 Introduction (Epic Motions Back) 03:59 Day 8 Live Tweets (Adi Robertson) 06:01 Gaming Stores on iOS (Athey) 13:20 The (Lack of) Cost of Piracy (Athey) 15:22 A Unity of Markets (Schmalensee) 19:21 Not Just a Payment Processor (Schmalensee) 22:31 We Don’t Take American Express (Schmalensee) 23:56 Network Effects Cut Both Ways (Schmalensee) 25:56 The Breadth of an Epic Win (Schmalensee) 28:17 A discussion of Anti-Steering (Schmalensee) 32:47 Free to Play Isn’t Free (Schmalensee) 35:46 Apple Hasn’t Price Gouged Yet (Schmalensee) 38:32 Essential Facilities 47:36 Market Substitutes and Liquor Stores (Lafontaine) 54:55 App Store is a Massive Success (Hitt) 57:21 Conclusion


    Discussed in this episode:

    "An Antitrust Epic" YouTube Playlist - Ho…

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    Original video: https://www.youtube.com/watch?v=MjT62zWYFAA
    Downloaded by http://huffduff-video.snarfed.org/ on Sat May 15 04:31:35 2021 Available for 30 days after download

    Tagged with gaming

    —Huffduffed by arqtus

  8. Attack on Titan Is Still Incredible.

    Go to https://buyraycon.com/gigguk 15% off your order! Brought to you by Raycon.

    I know this is a bit late, please go easy on me manga readers.

    Edited by: Bakashift https://twitter.com/BakaShift

    Patreon: http://www.Patreon.com/Gigguk ————————————————————————————————————— Follow me on Twitter: http://twitter.com/GiggukAZ Like me on Facebook: http://www.facebook.com/GiggukAZ Follow me on Instagram: https://www.instagram.com/giggukaz/

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    Original video: https://www.youtube.com/watch?v=EgFILjOWafo
    Downloaded by http://huffduff-video.snarfed.org/ on Wed Apr 21 07:33:44 2021 Available for 30 days after download

    Tagged with film & animation

    —Huffduffed by arqtus

  9. Daniel Kahneman and Yuval Noah Harari: ‘Global Trends Shaping Humankind’

    Daniel Kahneman and Yuval Noah Harari in: ‘Global Trends Shaping Humankind’, a conversation moderated by Kara Swisher.

    This session was a part of the 2021 Nexus Online Summit, organized by the American Friends of The Hebrew University.

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    Original video: https://m.youtube.com/watch?v=7yhg7NmTeVg&feature=youtu.be
    Downloaded by http://huffduff-video.snarfed.org/ on Tue Apr 13 20:18:34 2021 Available for 30 days after download

    Tagged with education

    —Huffduffed by arqtus

  10. Questions for Tesla / Elon Musk on Earnings Call + Tesla Shanghai Protest, TSLA Price Target

    ➤ Voting for questions for Tesla’s Q1 earnings call is now open. Here are my questions: 1. https://saytechnologies.com/s/8b9c38a2 2. https://saytechnologies.com/s/680ec168

    ➤ Tesla supplier prepares for large 2021 order quantities ➤ More information on Tesla accident in Texas ➤ Mizuho Securities increases TSLA price target ➤ Protestor accuses Tesla at Shanghai Auto Show

    Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

    #Tesla #TSLA #Investing

    Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer

    Disclosure: Rob Maurer is long TSLA stock & derivatives

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    Original video: https://www.youtube.com/watch?v=iX9qQ4HFwJA
    Downloaded by http://huffduff-video.snarfed.org/ on Wed Apr 21 07:14:38 2021 Available for 30 days after download

    —Huffduffed by arqtus

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