# ![@___rikh___ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1759643399529922560.png) @___rikh___ Rik Huijzer

Rik Huijzer posts on X about tesla, netherlands, germany, elon musk the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1759643399529922560/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1759643399529922560/c:line/m:interactions.svg)

- [--] Week [-----] +35%
- [--] Month [-----] +765%
- [--] Months [------] +90%
- [--] Year [------] -66%

### Mentions: [--] [#](/creator/twitter::1759643399529922560/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1759643399529922560/c:line/m:posts_active.svg)

- [--] Months [--] -2.80%
- [--] Year [--] -62%

### Followers: [---------] [#](/creator/twitter::1759643399529922560/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1759643399529922560/c:line/m:followers.svg)

- [--] Week [---] +0.75%
- [--] Month [---] +3.10%
- [--] Months [---] +14%
- [--] Year [---] +323%

### CreatorRank: undefined [#](/creator/twitter::1759643399529922560/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1759643399529922560/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  [automotive brands](/list/automotive-brands)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [finance](/list/finance)  [travel destinations](/list/travel-destinations)  [stocks](/list/stocks)  [luxury brands](/list/luxury-brands)  [social networks](/list/social-networks)  [currencies](/list/currencies) 

**Social topic influence**
[tesla](/topic/tesla), [netherlands](/topic/netherlands), [germany](/topic/germany), [elon musk](/topic/elon-musk), [asml](/topic/asml), [byd](/topic/byd), [china](/topic/china), [money](/topic/money), [countries](/topic/countries), [in the](/topic/in-the)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/google) [IBM (IBM)](/topic/ibm) [StarLink (STARL)](/topic/starlink) [Dell Technologies, Inc. (DELL)](/topic/dell) [Toyota Motor Corporation (TM)](/topic/toyota) [Robot Consulting Co., Ltd. (LAWR)](/topic/robot) [GrokCoin (GROKCOIN)](/topic/grok)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@binarybits Yes I agree. Maybe the changes are mostly in making highly productive people (who understand the old tools and the new) more productive. People who wrote [--] good books per year now write [--] or people who wrote good software write 30% more good software. Its a power law"  
[X Link](https://x.com/___rikh___/status/1778706276156903926)  2024-04-12T08:46Z [--] followers, [--] engagements


"@binarybits Power laws would also explain why its so hard to pinpoint. Its not about how AI usage changes on average but how it changes for the outliers. For example if a primary school becomes more productive then it barely affects the economy. The largest bank though would"  
[X Link](https://x.com/___rikh___/status/1778707377614712838)  2024-04-12T08:51Z [---] followers, [--] engagements


"@MissJilianne Wall Street maybe. I think there are also investors worrying about a decline in morale"  
[X Link](https://x.com/___rikh___/status/1779943307545907278)  2024-04-15T18:42Z [--] followers, [--] engagements


"@rayfandango @MatthewBerman Good question. Usually companies are selling something that is related to the open source which benefits from open source (Linux and AWS; C# and Visual Studio) but I dont know what that is here"  
[X Link](https://x.com/___rikh___/status/1781322505120030904)  2024-04-19T14:02Z [--] followers, [--] engagements


"@quakers07 @Lauramaywendel They basically are already. Their IP is open to Microsoft and their compute must be Azure"  
[X Link](https://x.com/___rikh___/status/1782368408803197253)  2024-04-22T11:18Z [--] followers, [--] engagements


"@SizeMichael I expect two monopolies if the second cold war keeps going. Tesla in the West and BYD in China Russia Iran etc. I also expect that Eastern officials will be driving Teslas just like Soviet officials used to drive Volvos instead of Trabants"  
[X Link](https://x.com/___rikh___/status/1783431229443908080)  2024-04-25T09:41Z [--] followers, [--] engagements


"@SizeMichael In support of this comparison: Tesla is already better quality just like Volvo was better than the Trabant. To see this compare BYDs software to Tesla"  
[X Link](https://x.com/___rikh___/status/1783431850448322870)  2024-04-25T09:44Z [--] followers, [--] engagements


"@burny_tech Also weird if you think about it is that ASML employees use TSMCs and Intel products to work on the machines. You probably cannot make the best chip manufacturing equipment without using high tech chips created by aforementioned equipment"  
[X Link](https://x.com/___rikh___/status/1783901734546366768)  2024-04-26T16:51Z [--] followers, [--] engagements


"Breaking news. Big tech uses IP to determine location of user at each request. (This is also most likely why Whatsapp refuses to be hosted anywhere else than a smartphone. Smartphones provide more location information.) PROOF that Meta AI is sending your IP/location to the LLM in real time Within seconds of connecting to a new country via VPN Llama [--] is already providing a greeting in the local language 😳 Why is this necessary What other user info might @Meta be sending to the LLM to https://t.co/WxigkGjG1o PROOF that Meta AI is sending your IP/location to the LLM in real time Within seconds"  
[X Link](https://x.com/___rikh___/status/1784111545393299839)  2024-04-27T06:45Z [--] followers, [--] engagements


"@TroyTeslike Q1 is always lower. If you plot this data it doesnt look great but also not terrible. Compare Model Y sales to Q1 [----] for example"  
[X Link](https://x.com/___rikh___/status/1795787998002303151)  2024-05-29T12:03Z [--] followers, [--] engagements


"@PaulontheFarm3 @CleanPowerDave Winter is possible too. @tonyseba did the math"  
[X Link](https://x.com/___rikh___/status/1798014735394418806)  2024-06-04T15:31Z [--] followers, [--] engagements


"@owl_poster According to Neale (1985) about the CH radar system women in the Women's Auxiliary Air Force could also detect German aircraft well below what radar engineers considered noise level"  
[X Link](https://x.com/___rikh___/status/1799040501280330206)  2024-06-07T11:27Z [---] followers, [--] engagements


"Ah finally. The only Tesla car sales chart that matters. European car sales numbers are mostly noise currently. US and China matter way more. Added Canada and Luxembourg. Japan still missing. https://t.co/EiROa0S0LN Added Canada and Luxembourg. Japan still missing. https://t.co/EiROa0S0LN"  
[X Link](https://x.com/___rikh___/status/1799042926535987229)  2024-06-07T11:37Z [---] followers, [--] engagements


"@tslatalk @alojoh I heard this yesterday from a German lady: Ah thats a Tesla I dont like Tesla. Looks nice though. Is it electric I should have said yeah nah this is a diesel Tesla"  
[X Link](https://x.com/___rikh___/status/1799045385916416429)  2024-06-07T11:46Z [---] followers, [--] engagements


"@alex_avoigt Could be good news for Germany. Painful in the short term but once VW is gone then the German government will free itself more from the car business. Business incentives and government dont belong together if you ask me"  
[X Link](https://x.com/___rikh___/status/1799704711798661559)  2024-06-09T07:26Z [---] followers, [--] engagements


"@LimitingThe All perfectly in range for Tony Seba's predictions. The 12% and 16% are predictions from Tony in [----] and [----]. The $80/kWh falls nicely between this range"  
[X Link](https://x.com/___rikh___/status/1800141606236135644)  2024-06-10T12:22Z [---] followers, [---] engagements


"@LimitingThe The dots are data from Bloomberg NEF. More info at https://huijzer.xyz/posts/learning-curves/ https://huijzer.xyz/posts/learning-curves/"  
[X Link](https://x.com/___rikh___/status/1800141817998127253)  2024-06-10T12:23Z [---] followers, [--] engagements


"@AntBreach @jburnmurdoch That line makes not much sense. Wouldnt the effects of population be exponential due to exponential interconnections for example But the graph is also comparing the wrong things. US cities have higher GDP because they are in the US with US opportunities"  
[X Link](https://x.com/___rikh___/status/1801009456517456003)  2024-06-12T21:51Z [---] followers, [--] engagements


"@WorkMJ The funniest thing is that if Philips would not have sold TSMC and let Morris do his thing then Philips would today be worth much more than it is. Basically they have sold TSMC shares and then did unsuccessful things with the money (apart from founding ASML of course)"  
[X Link](https://x.com/___rikh___/status/1802668144034750721)  2024-06-17T11:42Z [---] followers, [--] engagements


"@stekkerauto [--] days I also saw multiple trucks between Amsterdam/Rotterdam and Osnabrck. Most going into Germany but one going the other direction too. I have no idea at all what it means"  
[X Link](https://x.com/___rikh___/status/1804193285809852672)  2024-06-21T16:42Z [---] followers, [--] engagements


"In [----] the General Surgeon linked cigarettes to cancer. Since then the tobacco industry has been declining steadily. Maybe the same will happen to social media now that the current General Surgeon spoke against it"  
[X Link](https://x.com/___rikh___/status/1804786208674914606)  2024-06-23T07:58Z [---] followers, [--] engagements


"@Porsche One of those previous century 4-wheeled baby boomer status symbols"  
[X Link](https://x.com/___rikh___/status/1804855415563329625)  2024-06-23T12:33Z [---] followers, [--] engagements


"@CuckaOccurs @elon_docs @elonmusk Please inform the Norwegians about that. They are at a higher latitude so might run into problems with the cold weather. Battery electric sales are currently 90% in Norway so yes they are probably having many issues. Good point also that they should remember insurance"  
[X Link](https://x.com/___rikh___/status/1805615651605631213)  2024-06-25T14:54Z [---] followers, [--] engagements


"@jessfraz ASML and ZEISS"  
[X Link](https://x.com/___rikh___/status/1805966190268858636)  2024-06-26T14:07Z [---] followers, [----] engagements


"@jessfraz ASML and ZEISS dont match LEGO. LEGO sits at about [---] mm tolerances and ZEISS at [-------] mm. But okay so the question was who has tighter tolerances while building a cheap product that is not a chip. Interesting. Ill think about it"  
[X Link](https://x.com/___rikh___/status/1805972416801153499)  2024-06-26T14:32Z [---] followers, [---] engagements


"@SciGuySpace Sounds a bit like Toyotas CEO who said that they will make better petrol cars which will mean the end of electric cars"  
[X Link](https://x.com/___rikh___/status/1806219125645091130)  2024-06-27T06:52Z [---] followers, [--] engagements


"Next to having multiple fully electric cars Maserati is also working on a [---] HP electric boat to shuttle passengers to their yachts"  
[X Link](https://x.com/___rikh___/status/1806333752689250659)  2024-06-27T14:28Z [---] followers, [--] engagements


"Koos Bekker (a person who made one of the best investments ever when he invested millions in Tencent) on privacy and how cultural influences shape policy"  
[X Link](https://x.com/___rikh___/status/1806417367892922729)  2024-06-27T20:00Z [---] followers, [--] engagements


"@DriveGreen80167 The first point is a classic. Blockbuster and Kodak did the same. The new tech was eating into the margins on their old tech products so they were hesitant to sell the new tech. Alas competitors went ahead and the market for the old tech disappeared way faster than expected"  
[X Link](https://x.com/___rikh___/status/1806619217338253623)  2024-06-28T09:22Z [---] followers, [--] engagements


"Is Netherland an official name Although the Dutch language uses Nederland Netherlands or the Netherlands as used in English is actually more correct since it comes from Koninkrijk der Nederlanden. This probably comes from the French or something who called Belgium and the Netherlands like that. (The name Belgium also is derived from the idea of lower countries but then via latin.)"  
[X Link](https://x.com/___rikh___/status/1806747628811784638)  2024-06-28T17:52Z [---] followers, [---] engagements


"@CJHandmer Thats interesting. Normally the human body outperforms most of our technology efficiency-wise (brain vs. AI or energy used per km walking) but indeed humans mostly suffer from sun whereas robots could benefit as you say"  
[X Link](https://x.com/___rikh___/status/1806991393757221198)  2024-06-29T10:01Z [---] followers, [--] engagements


"This graph is extremely deceiving. The color is clearly not geography since Belgium and Mexico are blue. But it looks like China and its red allies control about half of the US debt even though Japan South Korea and Taiwan are part of The West. For example China and Japan are politically not aligned at all. About 90% of the Japanese population has a poor impression of China. Meanwhile China thinks that Japan should acknowledge their wartime crimes"  
[X Link](https://x.com/___rikh___/status/1807523302363033781)  2024-06-30T21:15Z [---] followers, [---] engagements


"@HiddenValueGems Very nice visualization It shows again how averages cant be trusted in the stock market. Either a companys cash flows will go up or they will go down. There are almost no companies with constant cash flows for 10+ years"  
[X Link](https://x.com/___rikh___/status/1810627052808085916)  2024-07-09T10:48Z [---] followers, [----] engagements


"@JomauxJulien Cant blame those countries though. If richer countries could benefit from that stuff for years why not them Not the end of the world by Hannah Richie is a bit more optimistic than BP though. Developing economies tend skip some technologies and go straight to the newer ones"  
[X Link](https://x.com/___rikh___/status/1811159477925859669)  2024-07-10T22:04Z [---] followers, [---] engagements


"@abacaj If I got $10k for every thing that the OpenAI team promised or predicted but which didnt come true I would be a millionaire by now. For example GPT-4 would be so capable that AGI was getting close. Meanwhile they could use GPT-4 for [---] years already but are not much further"  
[X Link](https://x.com/___rikh___/status/1813931358726881535)  2024-07-18T13:38Z [---] followers, [---] engagements


"@SawyerMerritt Ah so Ford also gives up and lets Tesla BYD et al take the market I dont get it. Why are the incentives so thats they decide to give up Are the Ford dealers protesting since EVs require less maintenance Do they think they cannot win"  
[X Link](https://x.com/___rikh___/status/1814795661826793644)  2024-07-20T22:52Z [---] followers, [--] engagements


"@SantoroSystems Engineering projects consist of two halves. You have the first 90% and then you have the second 90%. I dont blame Elon that much for his failed predictions. Eventually he got a lot of his predictions done"  
[X Link](https://x.com/___rikh___/status/1814960074713858171)  2024-07-21T09:46Z [---] followers, [--] engagements


"@SwissTeslaphile @TheTeslaSpace @teslaeurope Where exactly did you order the parts Alibaba or something or a real Tesla store"  
[X Link](https://x.com/___rikh___/status/1815382313850540140)  2024-07-22T13:44Z [---] followers, [--] engagements


"@electricfelix @teslaeurope @chargefinder Great point yes. Basically all fast chargers I ever see in Germany and the Netherlands are unused or have maybe on car and at Tesla usually has 25-50% occupancy"  
[X Link](https://x.com/___rikh___/status/1815487058342998497)  2024-07-22T20:40Z [---] followers, [---] engagements


"Savage [----] insult: In The Old Merchants of New York City the author is a fan of merchants (traders) and not much a fan of other occupations. He writes that unless doctors work for traders they"could not have kept a good-sized cat in a thriving condition.""  
[X Link](https://x.com/___rikh___/status/1815678510947541058)  2024-07-23T09:21Z [---] followers, [--] engagements


"@fminderop Ehm hoe zeg ik dit het beste. Die snellaad prijs klopt geen flikker van. Met [--] cent per kWh en [---] kWh/km zit je op ongeveer [--] euro per [---] km. Als je naar Fastned zou gaan dan klopt het ING bedrag wel maar wie gaat er nu voor [--] cent per kWh laden in NL"  
[X Link](https://x.com/___rikh___/status/1815694310227997126)  2024-07-23T10:23Z [---] followers, [--] engagements


"Its currently probably not a good idea to invest in shipping since oil petroleum gas and coal shipments will likely go down and these products make up a large part of total shipments"  
[X Link](https://x.com/___rikh___/status/1815736912457400511)  2024-07-23T13:13Z [---] followers, [--] engagements


"@rodolfor @stekkerauto Do you think the same holds for TSMC They are basically ASML step [--] I think. Also taking in crazy complex parts and somehow putting these properly together"  
[X Link](https://x.com/___rikh___/status/1815742493842895034)  2024-07-23T13:35Z [---] followers, [---] engagements


"@DougKimbrough @rodolfor @stekkerauto If you look at foundry market share it is not as balanced.p as you suggest. TSMC has around 60% market share and the others together have the other 40%. TSMC indeed isnt a pure monopoly like ASML but its not that much off"  
[X Link](https://x.com/___rikh___/status/1815781140629795208)  2024-07-23T16:08Z [---] followers, [--] engagements


"@rethink_x The industry is already in decline. Prices have steadily gone down and margins are getting smaller and smaller. In the Netherlands Friesland Campina (a consortium of farmers) has already diversified in other products and some even vegan"  
[X Link](https://x.com/___rikh___/status/1815862079380738406)  2024-07-23T21:30Z [---] followers, [---] engagements


"@brandenflasch Maybe Rivian has just decided to accept more degradation. Doesnt necessarily have to be a good thing. (Although LFP should be able to go well above 600k km so I guess lowering that number a bit sounds perfectly fine to me.)"  
[X Link](https://x.com/___rikh___/status/1815872885656863133)  2024-07-23T22:13Z [---] followers, [--] engagements


"@CleanPowerDave @RockyMtnInst I dont get people who say that. An electric car has maybe a few hundred kg of battery minerals on board. But after that it requires zero. A petrol car will easily consume [---] L (so roughly [---] kg) petrol per year assuming a small car and [-----] km Thats [----] kg in [--] years"  
[X Link](https://x.com/___rikh___/status/1816035794177433933)  2024-07-24T09:00Z [---] followers, [---] engagements


"@stateless @CleanPowerDave @RockyMtnInst Yes most will consume more. I used 5L/100km to avoid people saying that my comparison was unfair"  
[X Link](https://x.com/___rikh___/status/1816173820341834205)  2024-07-24T18:09Z [---] followers, [--] engagements


"Agreed. Maybe Hyundai Based on their focus on flippy paddles and engine sounds in their Ionic 5N they seem to not compete head on with Tesla. This could make them more likely to make a deal. For real competitors Im not sure. Intel foundry historically also never managed to really take off. Fabless orgs didnt like to be buying from Intel and competing against them at the same time. Especially because they would need to hand over their designs to the Intel foundry. This latter would be less the case with Tesla so that could help"  
[X Link](https://x.com/___rikh___/status/1816198394429501743)  2024-07-24T19:46Z [---] followers, [--] engagements


"@edzitron @simonw So only because there was competition did chip prices fall by thousands of orders of magnitude Why do ASML machines still produce smaller and cheaper transistors even though they dont have much competition"  
[X Link](https://x.com/___rikh___/status/1816226782154014920)  2024-07-24T21:39Z [---] followers, [--] engagements


"@sarky21 @simonw @edzitron Yes massively per FLOP. Nvidias latest GPU was roughly [--] times faster for only [---] times the price. Reasons are lower precision faster memory and more advanced packaging"  
[X Link](https://x.com/___rikh___/status/1816233086360944682)  2024-07-24T22:04Z [---] followers, [--] engagements


"@dunne_insights @NikkeiAsia Exactly Niall Ferguson has been saying this for at least a year now. Here in the Netherlands people keep talking about how BYD will soon enter the market and obliterate the other EV manufacturers. Meanwhile I have spotted about [--] BYD's myself"  
[X Link](https://x.com/___rikh___/status/1816775302854357429)  2024-07-26T09:59Z [---] followers, [---] engagements


"@elliotswartz @AukeHoekstra @mosa_meat My parents are Dutch dairy farmers and on behalf of them one thing has to be said. The article talks about how these bio cows do not get antibiotics. Normal cows also dont really. The use of antibiotics is highly regulated. Why would they unnecessarily use expensive medicine"  
[X Link](https://x.com/___rikh___/status/1816844339957358865)  2024-07-26T14:33Z [---] followers, [--] engagements


"@elliotswartz @AukeHoekstra @mosa_meat Well not to dairy cows in the Netherlands. But yes you're right. The statistic makes sense and I agree that cultivated meat and seafood is probably the way to go"  
[X Link](https://x.com/___rikh___/status/1816850261014454372)  2024-07-26T14:57Z [---] followers, [--] engagements


"@strikeextent Yeah the IBM CEO said the same. There will be only be need for [--] or so centralized mainframes. Im glad to have my own computer at home though"  
[X Link](https://x.com/___rikh___/status/1817444228584075541)  2024-07-28T06:17Z [---] followers, [---] engagements


"Samdy Munro: Why are the Chinese great at building cars Because consultants told everyone to offshore. BMW Mercedes Hondo Cadillac all brought their designs to China"  
[X Link](https://x.com/___rikh___/status/1817459596191264984)  2024-07-28T07:18Z [---] followers, [--] engagements


"@alojoh You are right that CEO's continue to push it hard because they fear falling behind. What I meant is the opinion of the general public. In late [----] the opinion was mostly "AGI is right around the corner" whereas it currently looks like we're hitting a plateau"  
[X Link](https://x.com/___rikh___/status/1820395678364737610)  2024-08-05T09:45Z [---] followers, [---] engagements


"@radierkopfhomer @alojoh Yes thanks for a fine example of how markets typically overreact"  
[X Link](https://x.com/___rikh___/status/1820399077181259794)  2024-08-05T09:58Z [---] followers, [--] engagements


"@SawyerMerritt I wouldn't be surprised if the results are highly correlated to what the Morgan Stanley management is thinking. If you are an intern and want to become successful at Morgan Stanley you behave like the successful people at Morgan Stanley"  
[X Link](https://x.com/___rikh___/status/1820733856078524901)  2024-08-06T08:09Z [---] followers, [--] engagements


"@johnrhanger Do I see correctly that the Netherlands is not doing better than Germany"  
[X Link](https://x.com/___rikh___/status/1820736740321005722)  2024-08-06T08:20Z [---] followers, [--] engagements


"@alojoh @MichaelDell @Dell @elonmusk @lindayaX Hasn't Michael sailed off into the sunset I looked into Dell a few months ago and didn't get the impression that Michael is currently much involved in the business. (I could definitely be wrong tho)"  
[X Link](https://x.com/___rikh___/status/1820912158919815603)  2024-08-06T19:57Z [---] followers, [---] engagements


"There is a Fortune article from [----] by Marc Gunther about Berkshire's BYD investment with some speculation on why electric cars will be useful: lower fuel cost. It was a very good prediction. https://web.archive.org/web/20141119182740/https://archive.fortune.com/2009/04/13/technology/gunther_electric.fortune/index.htm https://web.archive.org/web/20141119182740/https://archive.fortune.com/2009/04/13/technology/gunther_electric.fortune/index.htm"  
[X Link](https://x.com/___rikh___/status/1821143329502851285)  2024-08-07T11:16Z [---] followers, [--] engagements


"@dannypostmaa Berkshire Hathaway. Louis Vuitton. Mercedes-Benz. J.P. Morgan. Goldman Sachs. Morgan Stanley. Jack Daniel's. Johnson & Johnson"  
[X Link](https://x.com/___rikh___/status/1821557541073031639)  2024-08-08T14:42Z [---] followers, [--] engagements


"@Seb_Gode @Electric_Maik @Fastned @EnBW Yes pretty empty matches what I see in the Netherlands. Around Amsterdam it is slightly better I think"  
[X Link](https://x.com/___rikh___/status/1821819537731297567)  2024-08-09T08:03Z [---] followers, [--] engagements


"Rory Sutherland: "Two driving forces of social behavior are habit and social copying. Thats why sigmoid curves go slow at first. Its hard to do something you never done before and which none of your friends do.""  
[X Link](https://x.com/___rikh___/status/1821831679364763971)  2024-08-09T08:51Z [---] followers, [---] engagements


"According to Rory Sutherland the "only real question" for EV adoption is whether people who owned an EV will later go back to a petrol or not. According to S&P Global Mobility 3/4th stick with EV; mostly thanks to Tesla. All brands are trending up though"  
[X Link](https://x.com/___rikh___/status/1822166985834209702)  2024-08-10T07:03Z [---] followers, [--] engagements


"@alojoh @Tesla @BMW Yes. For people curious why there is so little space. This is the frunk of the i5. There is no frunk because the platform is shared with the ICE version. Image source: Munro's review of the BMW i5 M60"  
[X Link](https://x.com/___rikh___/status/1823328221112238430)  2024-08-13T11:58Z [---] followers, [---] engagements


"@B_UK70 @janrosenow Computer chips TFT screens the internet and many more technologies were at first subsidized by DARPA. Some innovations came without help from the government and some came with help. I expect we probably need both"  
[X Link](https://x.com/___rikh___/status/1827405189931745565)  2024-08-24T17:58Z [---] followers, [---] engagements


"@AlecStapp Cold calls are already banned in the Netherlands: https://www.rijksoverheid.nl/onderwerpen/bescherming-van-consumenten/vraag-en-antwoord/ongewenste-telefoontjes-van-bedrijven-en-goede-doelen https://www.rijksoverheid.nl/onderwerpen/bescherming-van-consumenten/vraag-en-antwoord/ongewenste-telefoontjes-van-bedrijven-en-goede-doelen"  
[X Link](https://x.com/___rikh___/status/1827771038878306414)  2024-08-25T18:12Z [---] followers, [---] engagements


"@Electric_Maik Apart from some times he gave in to the dealers I have a lot of respect for Farley. He seems to genuinely care about Ford. Especially when he gave many compliments to Sandy Munro in their interview https://youtu.be/U2rVbqI-gust=2802 https://youtu.be/U2rVbqI-gust=2802"  
[X Link](https://x.com/___rikh___/status/1829097532460355964)  2024-08-29T10:03Z [---] followers, [--] engagements


"@Zafir88538734 @niccruzpatane @Tesla @WholeMarsBlog @tesla_na Funny how you mention "workhorses". I agree ICE cars will probably become "show horses""  
[X Link](https://x.com/___rikh___/status/1829544890461811115)  2024-08-30T15:41Z [---] followers, [--] engagements


"@MacRumors iPhone SE (2020) at 75%. It's pretty crap to be honest but I usually have someplace to charge near me so it's fine. I find new or second-hand iPhones too expensive"  
[X Link](https://x.com/___rikh___/status/1829596100371890655)  2024-08-30T19:04Z [---] followers, [--] engagements


"@Electric_Maik @tagesschau Sometimes I wonder what is the purpose of certain areas of government spending. I'm not saying all is crap but I've seen some incredibly misaligned stuff during my PhD. Whole organizations being more busy with looking useful than actually being useful"  
[X Link](https://x.com/___rikh___/status/1829940398040416576)  2024-08-31T17:52Z [---] followers, [--] engagements


"@dadosamado @tphuang I think it depends a bit on how much of the company is still controlled by people who care about the long-term. Bill Gates still controls a large part of Microsoft and since Satya innovation is back (but they are still slow of course)"  
[X Link](https://x.com/___rikh___/status/1829964409281683746)  2024-08-31T19:28Z [---] followers, [--] engagements


"@leRaffl Yes same here in the Netherlands. The big question though is "what changed" According to Stephen Kotkin populists have the better story. Or is it that the non-West is succeeding in propaganda I don't know and am open to suggestions"  
[X Link](https://x.com/___rikh___/status/1830297703345267128)  2024-09-01T17:32Z [---] followers, [--] engagements


"@nntaleb Do you have any thoughts on ticketing systems I realized at a mid-size garage that having an intermediate layer (front desk) is nice in theory but in practice seems to reduce enjoyment for all parties. Instead of helping people engineers now solve tickets"  
[X Link](https://x.com/___rikh___/status/1830534653079396710)  2024-09-02T09:14Z [---] followers, [--] engagements


"@stekkerauto @TeslaStars @MercedesBenz I have talked to a guy on Saturday who worked for a Germany renewable company (windmills) and he drove a model [--] (pretty nice business car I was thinking)"  
[X Link](https://x.com/___rikh___/status/1833538127643980275)  2024-09-10T16:08Z [---] followers, [--] engagements


"@leRaffl One big problem currently in the Netherlands is uncertainty about road taxes. The Netherlands has quite high road taxes and you pay per kg and EVs are heavy"  
[X Link](https://x.com/___rikh___/status/1834276315697905702)  2024-09-12T17:02Z [---] followers, [--] engagements


"@leRaffl Lots of Dutchies are cheap and drive [---] kg cars (Fiat [---] VW Polo etc). Model [--] is [----] kg. Even a Nissan Leaf is [----] kg. Its a huge difference in road taxes"  
[X Link](https://x.com/___rikh___/status/1834279401556771317)  2024-09-12T17:14Z [---] followers, [--] engagements


"@marktwaalfhoven @alojoh Porsche EVs are not too bad The software is outdated IMO but performance-wise the cars are of good quality"  
[X Link](https://x.com/___rikh___/status/1834293335512547418)  2024-09-12T18:09Z [---] followers, [--] engagements


"@stekkerauto Is their "slow down EV adoption" playbook almost finished Charging infrastructure is fine. I'm currently in Poland and there are multiple fast chargers close by. They are not cheap but they should do the job. Otherwise just plug it in a normal socket overnight. Mind blown. 🤯"  
[X Link](https://x.com/___rikh___/status/1834297043126292989)  2024-09-12T18:24Z [---] followers, [--] engagements


"@Big_Orrin I dont have home charging either and just drive to Tesla superchargers. It works fine. Hybrids dont make sense. Worst of two worlds"  
[X Link](https://x.com/___rikh___/status/1835258849957126451)  2024-09-15T10:06Z [---] followers, [--] engagements


"@Big_Orrin Okay well good luck with your Toyota then"  
[X Link](https://x.com/___rikh___/status/1835270889325105510)  2024-09-15T10:54Z [---] followers, [--] engagements


"@Big_Orrin Maybe throw in an opinion of Kodak too for good measure"  
[X Link](https://x.com/___rikh___/status/1835271219295162572)  2024-09-15T10:55Z [---] followers, [--] engagements


"@Electric_Maik Might go fast yes I saw Tesla argue that customers are more number-driven than with car purchases (same with grid battery storage)"  
[X Link](https://x.com/___rikh___/status/1836431698285793402)  2024-09-18T15:46Z [---] followers, [--] engagements


"@dunne_insights Many of their sales are in non Western countries though. Many Western manufacturers for example arent even allowed to sell into Russia"  
[X Link](https://x.com/___rikh___/status/1836457751314063762)  2024-09-18T17:30Z [---] followers, [----] engagements


"@Scappinii @dunne_insights I was talking about The West not as a geographical term but to mean the rule-based order South American countries are in the middle. They sometimes side with The West and sometimes not. https://en.m.wikipedia.org/wiki/Western_world https://en.m.wikipedia.org/wiki/Western_world"  
[X Link](https://x.com/___rikh___/status/1836645349219340422)  2024-09-19T05:55Z [---] followers, [--] engagements


"@stekkerauto Those stickers I also was surprised about. Basically every car has one. Including SUVs are Fiat Pandas. Whats the point if everyone has it"  
[X Link](https://x.com/___rikh___/status/1836840321784684676)  2024-09-19T18:50Z [---] followers, [--] engagements


"@aaron_lubeck Is this both upper middle class [----] probably is"  
[X Link](https://x.com/___rikh___/status/1836845025050694089)  2024-09-19T19:09Z [---] followers, [--] engagements


"@leRaffl I visited Poland a few weeks ago and I guess the cause is simply lower income not culture per se. Median income is half that of Germany ( [----] vs [----] if I remember correctly)"  
[X Link](https://x.com/___rikh___/status/1837456819846783194)  2024-09-21T11:40Z [---] followers, [--] engagements


"@mattyglesias Or its a competition against Elon Musk. They dont want to buy anything in his area of business"  
[X Link](https://x.com/___rikh___/status/1837487411401539982)  2024-09-21T13:41Z [---] followers, [--] engagements


"@NicklasNilsso14 Wow selling more than Volvo in Sweden 🤯"  
[X Link](https://x.com/___rikh___/status/1837501840033820896)  2024-09-21T14:39Z [---] followers, [---] engagements


"@energysmartwv Im quite optimistic actually. There are multiple exponentials going on for renewable technologies (learning curves for battery solar wind). Once these transitions start moving things can go extremely fast. Look at the history of computer chips for example"  
[X Link](https://x.com/___rikh___/status/1837850215610552803)  2024-09-22T13:43Z [---] followers, [--] engagements


"This year I have driven about [-----] km. According to the Tesla app this used about [----] kWh. So about 1816/53=34 battery cycles. NMC batteries should be able to do at least [----] cycles so at this pace the battery should last about 20-30 years. Noice. Good enough for me"  
[X Link](https://x.com/___rikh___/status/1837923403208016089)  2024-09-22T18:34Z [---] followers, [--] engagements


"@daveg Out of curiosity do you have arguments in favor of this Counterargument could be that a grid is more reliable because the producers are redundant. Or why would distributed grids be more reliable In many countries the grid is basically always working so why do it yourself"  
[X Link](https://x.com/___rikh___/status/1837947910622794183)  2024-09-22T20:11Z [---] followers, [---] engagements


"My home internet is broken. No signal on the cable to the outside world. I called the helpdesk and an engineer should come by soon. I also ordered a Starlink Mini. Let's see which one works first"  
[X Link](https://x.com/___rikh___/status/1838134105050886314)  2024-09-23T08:31Z [---] followers, [--] engagements


"SpaceX vs. @odidonederland who will fix internet faster So far SpaceX seems to be ahead. They confirmed theyll send the Starlink between Sat and Tuesday. @odidonederland has promised an engineer but no appointment has been made yet. My home internet is broken. No signal on the cable to the outside world. I called the helpdesk and an engineer should come by soon. I also ordered a Starlink Mini. Let's see which one works first. My home internet is broken. No signal on the cable to the outside world. I called the helpdesk and an engineer should come by soon. I also ordered a Starlink Mini. Let's"  
[X Link](https://x.com/___rikh___/status/1838265736067702784)  2024-09-23T17:14Z [---] followers, [--] engagements


"@stekkerauto @projekt100x Volvo und Hyundai"  
[X Link](https://x.com/___rikh___/status/1838269837451141624)  2024-09-23T17:30Z [---] followers, [--] engagements


"@saravangeloven @Fastned It's not cheap at all. Tesla Superchargers in the Netherlands cost in the worst case about [----] per kWh WITHOUT Tesla car or subscription. If you have either of those the price is even lower"  
[X Link](https://x.com/___rikh___/status/1838490849069457575)  2024-09-24T08:09Z [---] followers, [--] engagements


"@FrederikNeckar Buffett doesn't call the bank for a loan but the bank calls him"  
[X Link](https://x.com/___rikh___/status/1838503509743812738)  2024-09-24T08:59Z [---] followers, [---] engagements


"@Dolfje @saravangeloven @Fastned Fair enough. I'm not sure about higher success rates but apart from that good points"  
[X Link](https://x.com/___rikh___/status/1838528962303037521)  2024-09-24T10:40Z [---] followers, [--] engagements


"@Electric_Maik Thanks Maik. This enlarged view is only if you bought enhanced autopilot I am now in the car but cant seem to get into this view"  
[X Link](https://x.com/___rikh___/status/1838646343218163861)  2024-09-24T18:27Z [---] followers, [--] engagements


"@bmetz131 @the_transit_guy Russia agrees with you"  
[X Link](https://x.com/___rikh___/status/1838942849397657632)  2024-09-25T14:05Z [---] followers, [---] engagements


"@GergelyOrosz Maybe she didn't want to lie anymore. I'm saying this because I understand that sales involves a bit of lying or at least misrepresenting the truth. I'm okay with that. But OpenAI has brought it to a next level. Their actions and words are full of contradictions"  
[X Link](https://x.com/___rikh___/status/1839226041727897918)  2024-09-26T08:50Z [---] followers, [---] engagements


"TIL: The Netherlands is the 4th largest importer of goods from the US. After Canada Mexico and China. Before Germany Japan UK and South Korea. https://tradingeconomics.com/united-states/exports-by-country https://tradingeconomics.com/united-states/exports-by-country"  
[X Link](https://x.com/___rikh___/status/1839282330185138411)  2024-09-26T12:34Z [---] followers, [--] engagements


"@LimitingThe @BarackObama @KamalaHarris PhD is written as PhD since it stands for "Doctor of Philosophy". (Philosophy here doesn't mean the field of philosophy but the Greek term which meant "love of wisdom")"  
[X Link](https://x.com/___rikh___/status/1839643598553325618)  2024-09-27T12:29Z [---] followers, [--] engagements


"@JonErlichman Interesting fact about Bill Gates: His father was one of the best lawyers in the state of Washington and specialized in technology and business. It likely explains why Microsoft has often nailed business negotiations like their deal with IBM"  
[X Link](https://x.com/___rikh___/status/1839645065070694447)  2024-09-27T12:35Z [---] followers, [--] engagements


"@marcvanderchijs Why would a price going up imply that it will go up in the future What is the underlying reason Is there an underlying reason"  
[X Link](https://x.com/___rikh___/status/1839677835398599146)  2024-09-27T14:45Z [---] followers, [---] engagements


"@DfenwickFenwick @piloly Nice way of thinking about it. As long as Tesla remains the market leader I suspect it will be higher than 25% though. It is a power law. If Tesla loses market lead (which will inevitably happen at some point) then the share will go below 25%. /1"  
[X Link](https://x.com/___rikh___/status/1841129812913529146)  2024-10-01T14:55Z [---] followers, [--] engagements


"@DfenwickFenwick @piloly To see this go find any market which depends a lot on technology. The number [--] will often have a market share that is much higher than 40%. Think Google TSMC Amazon ASML Apple"  
[X Link](https://x.com/___rikh___/status/1841130555607314499)  2024-10-01T14:58Z [---] followers, [--] engagements


"@RomainHedouin Premium connectivity also doesn't include working internet in most of Germany (not Tesla's fault of course) 🤣"  
[X Link](https://x.com/___rikh___/status/1841383805073916056)  2024-10-02T07:44Z [---] followers, [---] engagements


"@niccruzpatane @Tesla @WholeMarsBlog @tesla_na Although I'm a fan of the Cybertruck this doesn't look great. Crumple zones would reduce impact on occupants of both cars involved in the crash. I mean you'll still be fine in the CT probably thanks to great airbags and active safety features but it does look like a step back"  
[X Link](https://x.com/___rikh___/status/1841389089972441594)  2024-10-02T08:05Z [---] followers, [----] engagements


"@leRaffl To estimate a return. He wants his invested money back as quickly as possible. He doesn't always hold stocks for ages. If the math changes at some point he will sell (and usually admit that he made a mistake)"  
[X Link](https://x.com/___rikh___/status/1841512969445781580)  2024-10-02T16:18Z [---] followers, [--] engagements


"@InvestingCanons Yes Peter his quote that there is always something to worry about has been a great lesson for me. I remind myself often about it especially now with all the crises (covid being followed up by Russias war)"  
[X Link](https://x.com/___rikh___/status/1841845076713963894)  2024-10-03T14:17Z [---] followers, [---] engagements


"@alojoh @RJScaringe It is sad for Rivian. They do make nice cars but damn AJ you nailed this post"  
[X Link](https://x.com/___rikh___/status/1842207154620514339)  2024-10-04T14:16Z [---] followers, [----] engagements


"@weeklywoke_ @SawyerMerritt You're now just moving the goal post aren't you What's next "Oh yeah the hypercar is only produced [----] times so of course they couldn't get great technology on board""  
[X Link](https://x.com/___rikh___/status/1842972647770267829)  2024-10-06T16:58Z [---] followers, [---] engagements


"@alex_avoigt Extraordinary claims require extraordinary evidence. Why will the vehicle 10x the stock price (I'm not saying I completely disagree but it sounds disingenuous.)"  
[X Link](https://x.com/___rikh___/status/1843273968033423388)  2024-10-07T12:55Z [---] followers, [--] engagements


"Some quick math: For [--] Wp of solar in the Netherlands you get about [----] kWh of energy per year. If you manage to sell this energy for [----] euro then you have earned your panel back in roughly one year. But prices will be lower because of all the other solar panels. Batteries Modules for 0.08/W in Rotterdam https://t.co/BVlcQUQ679 Modules for 0.08/W in Rotterdam https://t.co/BVlcQUQ679"  
[X Link](https://x.com/___rikh___/status/1843328317254156691)  2024-10-07T16:31Z [---] followers, [--] engagements


"should help here. To store the solar of each day we need to store about [--] kWh / [---] days = [-----] kWh per day. Let's say a bit more since not all days have the same amount of sun: [-----] kWh. The price for a battery is about [--] euro/kWh so the price for a battery that can save all"  
[X Link](https://x.com/___rikh___/status/1843328319632379985)  2024-10-07T16:31Z [---] followers, [--] engagements


"solar for [--] Wp of solar would be about [--] euro/kWh * [-----] kWh = [---] euro. So if my math is correct you can have solar (0.08 euro/Wp) with sufficient storage (0.4 euro/Wp) to sell electricity on peak demand hours for only [----] euro per [--] Wp of solar With this you could sell"  
[X Link](https://x.com/___rikh___/status/1843328321628835955)  2024-10-07T16:31Z [---] followers, [--] engagements


"So how many cars can you charge with this portable supercharger It looks like a Megapack [--] or [--] XL of about [--] MWh. This means it can charge about [----] kWh / [--] kWh = [--] Long range Model Ys or [----] kWh / [---] kWh = [--] Cybertrucks. (Assuming fully charging from 0% to 100% which"  
[X Link](https://x.com/___rikh___/status/1843543569044230348)  2024-10-08T06:46Z [---] followers, [--] engagements


"is unrealistic. Most cars will not be fully depleted or charge fully.) How does that compare to a normal tank truck with petrol Such a truck would carry about 40k L (10.5k US gal) so it could refuel 40k L / [--] L = [---] Mercedes GLA SUVs. Or 40k L / [---] L = [---] F150s. Hence"  
[X Link](https://x.com/___rikh___/status/1843543571338801276)  2024-10-08T06:46Z [---] followers, [--] engagements


"@JavierBlas Do EVs play a role here According to ibef India registered [--] million electric vehicles in [----]. Up from [--] million in 2022"  
[X Link](https://x.com/___rikh___/status/1843554812853731504)  2024-10-08T07:31Z [---] followers, [--] engagements


"Innovation in software seems to have slowed down in the last [--] years. We're still using Word Excel Google smartphones YouTube and GitHub. Now AI is starting to deliver useful products too. At the same time electric applications might be booming even faster. Top Gear"  
[X Link](https://x.com/___rikh___/status/1843912017733923140)  2024-10-09T07:10Z [---] followers, [--] engagements


"just reviewed the McMurtry Spirling. An electric car which uses fans to create [--] tons of downforce. The car can accelerate from [--] to [---] km/h (90 mph) in [---] seconds and is fast in corners too. In the Top Gear review it overtakes a Porsche GT3 RS like the Porsche is standing"  
[X Link](https://x.com/___rikh___/status/1843912020451832079)  2024-10-09T07:10Z [---] followers, [--] engagements


"still. Recently the Everything Electric Show showed an university where car chargers were installed in one day. They did not need to upgrade the grid because the chargers bring their own battery and some solar. They still use the grid and use the batteries as a buffer. Out of"  
[X Link](https://x.com/___rikh___/status/1843912024415506506)  2024-10-09T07:10Z [---] followers, [--] engagements


"@alojoh @MatHias8719 Do you think it's the IONIC [--] that's eating the EX30 lunch"  
[X Link](https://x.com/___rikh___/status/1844041738744463613)  2024-10-09T15:46Z [---] followers, [---] engagements


"@alojoh I think this explains 90% of what is going to happen in the future. Tesla and BYD have multiple times as many service appointments software testers (also known as users) miles driven data negotiating leverage etc as each competitor. It's usually very hard to close the gap"  
[X Link](https://x.com/___rikh___/status/1844293518409560311)  2024-10-10T08:26Z [---] followers, [--] engagements


"@alojoh Like even if you compare Microsoft's cloud revenue to Amazon's cloud revenue then Microsoft still hasn't caught up to Amazon. Even though Microsoft already had things like many business contacts businesses already running Microsoft software huge cash reserves and GitHub"  
[X Link](https://x.com/___rikh___/status/1844293967904752022)  2024-10-10T08:28Z [---] followers, [--] engagements


"@electricfelix @VWGroup Electric: [----] kWh/km = [--] kWh/100 km. Tesla Supercharger in NL price is 0.30/kWh. So price is [--] * [----] = [---] /100km. Petrol: [---] L/100km. Petrol price is about [---] currently. So [---] /100 km. Petrol is almost twice () as expensive per km. @BloombergNEF is wrong"  
[X Link](https://x.com/___rikh___/status/1844720406663471526)  2024-10-11T12:43Z [---] followers, [--] engagements


"Wow I just read a CNN article about the "Me Robot" event and I now understand a bit better where all the Elon hate is coming from. The article is not even trying to hide bias. It's is called "Elon Musk expands his empire of misinformation" and seems full of misinformation"  
[X Link](https://x.com/___rikh___/status/1846447350799102244)  2024-10-16T07:05Z [---] followers, [--] engagements


"@alojoh @Tesla I still feel kind of silly to ignore your warning about stock price declines (5% negative) after key Tesla events 😂 I don't lie awake from it since my preferred holding period is forever but I do still think about it every other day https://x.com/alojoh/status/1844741349989372331 https://x.com/alojoh/status/1844741349989372331"  
[X Link](https://x.com/___rikh___/status/1846483699971350844)  2024-10-16T09:29Z [---] followers, [---] engagements


"@deedydas I'll skip. Just like Chris Lattner said you don't need complex math to build compilers Warren Buffett said you don't need complex math to be good in investing The calculations for Buffett's investment decisions fit on a napkin"  
[X Link](https://x.com/___rikh___/status/1846841245760397810)  2024-10-17T09:10Z [---] followers, [---] engagements


"According to Electrotrucker his Kessel video an electric truck is about [---] euro's cheaper per day to operate in Germany compared to a diesel. That saves about [---] * [--] * [--] = 80k euro per year. So the truck earns itself back in about [--] years If my math is correct then it's a no brainer for logistics companies. And unlike car purchases companies are usually very rational about their decision making. If it's cheaper it's a good idea. So I don't think anything needs to change. It is already changing. Also note that the more chargers there are the more useful an electric truck is. So it's a"  
[X Link](https://x.com/___rikh___/status/1846922585763619321)  2024-10-17T14:33Z [---] followers, [--] engagements


"@fabianstelzer With a bit more tuning of the prompt I suspect Grok can do it too https://x.com/i/grok/share/6wT8BCMisYxgQMfkLnb9f9XC7 https://x.com/i/grok/share/6wT8BCMisYxgQMfkLnb9f9XC7"  
[X Link](https://x.com/___rikh___/status/1846931118647357556)  2024-10-17T15:07Z [---] followers, [--] engagements


"@Electric_Maik @Gf4Tesla @tobilindh Yes the line between Groningen and Leer was expected to be done in [----] now the expected date is [----]. Could be quicker for Tesla though because maybe the government will be on top of it To show that not everything is slow in Germany https://www.wunderline.nl/en/news/article/verwachte-ingebruikname-wunderline-verschoven-naar-midden-2025 https://www.wunderline.nl/en/news/article/verwachte-ingebruikname-wunderline-verschoven-naar-midden-2025"  
[X Link](https://x.com/___rikh___/status/1847162581691093465)  2024-10-18T06:27Z [---] followers, [--] engagements


"Hungary Median salary: $1.300 Best selling phone: Samsung Best selling EV: BYD Norway Median salary: $4.700 Best selling phone: iPhone Best selling EV: Tesla"  
[X Link](https://x.com/___rikh___/status/1847201992621662521)  2024-10-18T09:04Z [---] followers, [---] engagements


"@GergelyOrosz Why would someone in 2015-2020 buy a Samsung phone Because they don't have money for an iPhone. Most people know that the iPhone is of higher quality but the Samsung is a lot cheaper and gets the job done too. Same with Tesla vs. BYD"  
[X Link](https://x.com/___rikh___/status/1847203913964859706)  2024-10-18T09:11Z [---] followers, [---] engagements


"@xani38 @niccruzpatane @Tesla https://x.com/___rikh___/status/1847306878482628842 https://x.com/___rikh___/status/1847306878482628842"  
[X Link](https://x.com/___rikh___/status/1847306989208043641)  2024-10-18T16:01Z [---] followers, [----] engagements


"@Stressed_P0tato @xani38 @niccruzpatane @Tesla Look at Munro on YouTube for example. Most other manufacturers look at Tesla and copy them because the Tesla designs are so good"  
[X Link](https://x.com/___rikh___/status/1847376926564110513)  2024-10-18T20:39Z [---] followers, [--] engagements


"@Dr_Keefer @engwithrosie Thats part of the point of renewables. Oil and gas based generators are slow. They take seconds to minutes to start. But batteries can go from [--] to 100% output in [---] seconds. And if you place enough they can surely power a hospital; with or without the grid"  
[X Link](https://x.com/___rikh___/status/1847613089987920128)  2024-10-19T12:17Z [---] followers, [---] engagements


"@BM_Visser Dit is toch eigenlijk fantastisch. Gratis stroom zelfs halverwege oktober. Zal toch zeker effect hebben op de rendementsberekeningen voor MWh grid batterijen (zoals Tesla Megapack BYD MC Cube-T of CATL Tianheng)"  
[X Link](https://x.com/___rikh___/status/1847653075357520277)  2024-10-19T14:56Z [---] followers, [--] engagements


"@RomainHedouin Volkswagen ID.3"  
[X Link](https://x.com/___rikh___/status/1847691926889210170)  2024-10-19T17:30Z [---] followers, [--] engagements


"@JomauxJulien https://x.com/jessepeltan/status/1847716336664719385s=46 Texas is about to have a lot of batteries. https://t.co/7MPUe7BM2h https://x.com/jessepeltan/status/1847716336664719385s=46 Texas is about to have a lot of batteries. https://t.co/7MPUe7BM2h"  
[X Link](https://x.com/___rikh___/status/1847731925227548763)  2024-10-19T20:09Z [---] followers, [---] engagements


"@hkuppy Sounds like they will likely lose to the competitors who do find good investment opportunities"  
[X Link](https://x.com/___rikh___/status/1847964552048029899)  2024-10-20T11:34Z [---] followers, [---] engagements


"@paulg Same in the Netherlands. It seems to me this behavior largely correlates with this map. Colored areas are mostly protestant"  
[X Link](https://x.com/___rikh___/status/1848297899521618431)  2024-10-21T09:38Z [---] followers, [--] engagements


"In case you want to put lasting knowledge online use git (for example GitHub or GitLab) with a static site generator (for example Hugo Pelican or Zola). Even if your website hosting goes down with git it is easy to move to another. The mankinds knowledge lasted better when it was printed on paper. 38% of webpages that existed in [----] are no longer accessible. https://t.co/38LFmpgnaS https://t.co/dtxUlX5hhn The mankinds knowledge lasted better when it was printed on paper. 38% of webpages that existed in [----] are no longer accessible. https://t.co/38LFmpgnaS https://t.co/dtxUlX5hhn"  
[X Link](https://x.com/___rikh___/status/1848603009745621241)  2024-10-22T05:51Z [---] followers, [---] engagements


"@JJanegle @leRaffl You try to counter but your post actually supports @leRaffi's argument. The blue line in his plot shows that hybrids still grow but will fall flat at some point. Happened in countries like Norway already"  
[X Link](https://x.com/___rikh___/status/1848616203490631822)  2024-10-22T06:43Z [---] followers, [--] engagements


"@GregKamradt @cursor_ai Hey don't tell everyone my productivity secret ever since GitHub Copilot"  
[X Link](https://x.com/___rikh___/status/1848717395025678468)  2024-10-22T13:25Z [---] followers, [--] engagements


"Lets hope this US election will be remembered as peak polarization"  
[X Link](https://x.com/___rikh___/status/1849006682778591415)  2024-10-23T08:35Z [---] followers, [--] engagements


"@bayart_pierre @AukeHoekstra @JesseJenkins I also think prices will keep declining because learning curves have been incredibly persistent in chip manufacturing as well and there is no clear reason why batteries currently would be hitting a plateau. People thought chips would hit a plateau in [----] [----] [----] . too"  
[X Link](https://x.com/___rikh___/status/1849332838144872958)  2024-10-24T06:11Z [---] followers, [--] engagements


"@bayart_pierre @AukeHoekstra @JesseJenkins For the one company argument: TSMC and ASML both also have a monopoly on advanced chips. They still do lower prices per transistor each year because they know they should not give competitors a foothold. The main issue with batteries I do see is a certain govmnt blocking sales"  
[X Link](https://x.com/___rikh___/status/1849333605966774443)  2024-10-24T06:14Z [---] followers, [--] engagements


"Elon during earnings call: "If we execute on our objectives I think we will my prediction is Tesla will become the most valuable company in the world and probably by a long shot." Reminder that step [--] to achieving unreasonable results is believing that they *are* possible"  
[X Link](https://x.com/___rikh___/status/1849413174535094587)  2024-10-24T11:30Z [---] followers, [--] engagements


"@stekkerauto I should replace "toyota" by legacy auto in this image https://x.com/___rikh___/status/1848981665336467631 https://x.com/___rikh___/status/1848981665336467631"  
[X Link](https://x.com/___rikh___/status/1849768961635663897)  2024-10-25T11:04Z [---] followers, [---] engagements


"@janrosenow @RockyMtnInst McKinsey in 1980: There will be a market for maybe [---] thousand phones by [----]. The real number was [---] million. McKinsey was off by a factor 100"  
[X Link](https://x.com/___rikh___/status/1850103863832891448)  2024-10-26T09:15Z [---] followers, [---] engagements


"@leRaffl Is Australia due to Chinese cars"  
[X Link](https://x.com/___rikh___/status/1850222198213988747)  2024-10-26T17:05Z [---] followers, [--] engagements


"@mitsuhiko @volkswagen Nooooo lets not throw away [---] years of innovation - Mercedes CEO"  
[X Link](https://x.com/___rikh___/status/1850488795113681305)  2024-10-27T10:44Z [---] followers, [---] engagements


"@paulg Im also getting more and more intimidated by this the more I think about the implications. Essentially China will be independent of external energy sources quite soon. Huge implications. The fact that they dont brag about it that much is also telling"  
[X Link](https://x.com/___rikh___/status/1850650837451690259)  2024-10-27T21:28Z [---] followers, [----] engagements


"According to Wikipedia this time of 6:46.874 means that the Xiaomi is now at place [--] overall. Behind two Mercedes-AMGs two Porsche 911s and a Lamborghini Aventador. [---] years of engineering experience vs. a few years of engineering experience. It's clear where this is going. 6'46"874 uncut. Enjoy the first-person view of #XiaomiSU7Ultra prototype's record-breaking lap at the Nrburgring. https://t.co/oPrNVhq7Ma 6'46"874 uncut. Enjoy the first-person view of #XiaomiSU7Ultra prototype's record-breaking lap at the Nrburgring. https://t.co/oPrNVhq7Ma"  
[X Link](https://x.com/___rikh___/status/1851199088739377386)  2024-10-29T09:47Z [---] followers, [---] engagements


"Drew Baglino (former head of Supercharging) has talked publicly about battery swapping at 40:38): "When you build the swapping infrastructure you still need the charging infrastructure as well as the storage infrastructure. . And I'm responsible for Tesla Supercharging actually and we run it like a business and it has it's own P&L Profit & Loss and it needs to be profitable in its own right and we look at all the costs. You want to do the absolute bare minimum at the site to make the charging possible and swapping is not the absolute bare minimum. . Building a supercharger takes like [--] days"  
[X Link](https://x.com/___rikh___/status/1851371228348735687)  2024-10-29T21:11Z [---] followers, [---] engagements


"Sometimes I think that running a company must be incredibly hard but then I see how many people have no clue about things. For example Joe Rogan believes that EVs make no sense because they run on coal. And this is a common belief but its incorrect on multiple levels. Most grids dont run on coal and even if they did it would be more efficient to use electric cars. Thats because petrol engines are incredibly inefficient. Just look at heat production for example. How much heat does an ICE engine produce and how much an electric motor On most days this heat is completely wasted. But anyway my"  
[X Link](https://x.com/___rikh___/status/1851399189076251001)  2024-10-29T23:02Z [---] followers, [--] engagements


"The way to save the German manufacturers is probably to do something as drastic as Fiat did in [----]. Take some young and capable people from the lower levels and put them directly below the CEO in the hierarchy. This is how Sergio Marchionne saved Fiat. Source below"  
[X Link](https://x.com/___rikh___/status/1851576311011000402)  2024-10-30T10:46Z [---] followers, [--] engagements


"@Block776408 @DirtyTesLa Computers get cheaper all the time so maybe they figured that they could just replace it at a later point with cheap but fast hardware. Note that Elon has said in the earnings call that they will replace the hardware for free"  
[X Link](https://x.com/___rikh___/status/1852022372594799078)  2024-10-31T16:18Z [---] followers, [--] engagements


"@TheEVuniverse @cybertruck I find this a bit sad. Ford is actually putting in real and genuine efforts to make good electric cars. The truck is pretty good from what Ive read. But then the Cybertruck came on the market"  
[X Link](https://x.com/___rikh___/status/1852299132196565412)  2024-11-01T10:38Z [---] followers, [--] engagements


"@Michael_L_Rauch @alyssa_zupan And then people are surprised that Tesla is selling so well"  
[X Link](https://x.com/___rikh___/status/1852813579008749612)  2024-11-02T20:42Z [---] followers, [--] engagements


"GPT-4o by OpenAI is NOT open source"  
[X Link](https://x.com/___rikh___/status/1853437237062414445)  2024-11-04T14:00Z [---] followers, [---] engagements


"@eastdakota Well its a heck of a lot easier to work with a predictable machine than an unpredictable one. Great businesses and tools are predictable. For example McDonalds and smartphones. Im not saying AI isnt useful but that unpredictable tools are difficult to work with"  
[X Link](https://x.com/___rikh___/status/1853806406673015118)  2024-11-05T14:27Z [---] followers, [--] engagements


"@Sustainable2050 (Dutch) media also loves painting Trump and Elon in a bad light more than Harris btw"  
[X Link](https://x.com/___rikh___/status/1853891686319198504)  2024-11-05T20:06Z [---] followers, [--] engagements


"@leRaffl how much do you think Germany's energy problems are affecting sales of electric cars Practically speaking it seems that Germany has insufficient electricity generating capacity. Moving more cars from petrol to electricity would "worsen" the problem in the short term"  
[X Link](https://x.com/___rikh___/status/1854848553086071144)  2024-11-08T11:28Z [---] followers, [--] engagements


"@mattjeokp @BM_Visser [---] kWh per Dag Week Jaar Minuut"  
[X Link](https://x.com/___rikh___/status/1855227205246226810)  2024-11-09T12:33Z [---] followers, [--] engagements


"@dnystedt Also isnt most R&D still in Taiwan I find it fair. Taiwan worked extremely hard for TSMC"  
[X Link](https://x.com/___rikh___/status/1855568444537688519)  2024-11-10T11:09Z [---] followers, 46.6K engagements


"Volkswagen is probably having their Nokia moment The Volkswagen ID.4 is not a good a car as the BYD Seal. From a presentation held in Berlin. https://youtu.be/VXwGvLj4rak https://youtu.be/VXwGvLj4rak"  
[X Link](https://x.com/___rikh___/status/1855738452211540405)  2024-11-10T22:24Z [---] followers, [--] engagements


"@seti_park @Tesla Thats 0.1% of the market cap and 1% of assets. Noise"  
[X Link](https://x.com/___rikh___/status/1855965846339747966)  2024-11-11T13:28Z [---] followers, [--] engagements


"This is why I love open source and code. The code for this book cover is freely available at Just click on launch Binder and you can pick your own colors. https://github.com/basnijholt/thesis-cover https://github.com/basnijholt/thesis-cover"  
[X Link](https://x.com/___rikh___/status/1856261226738663824)  2024-11-12T09:02Z [---] followers, [--] engagements


"Okay so one week the analysts of the banks are all repeating that Tesla is a reasonable buy maybe slightly overpriced bladiebla and then a week later they suddenly say the real value is twice as high. Sounds to me the banks are doing pump and dump again. In the worst case theyll earn on the transaction fees and in the best case they make some nice trades"  
[X Link](https://x.com/___rikh___/status/1856363682973831553)  2024-11-12T15:49Z [---] followers, [---] engagements


"Apple Vision Pro is not dead yet. Lapz looks like a really cool app for Formula 1"  
[X Link](https://x.com/___rikh___/status/1856630906250727696)  2024-11-13T09:31Z [---] followers, [--] engagements


"@AukeHoekstra Probably unpopular opinion: most people who hate X or Elon or any other billionaire have an envy problem"  
[X Link](https://x.com/___rikh___/status/1857071895952109978)  2024-11-14T14:43Z [---] followers, [----] engagements


"I was at the local Tesla dealer here in Groningen (the Netherlands). As usual its crazy busy. All parking spots are full multiple potential buyers walking around multiple calls coming in multiple people waiting for delivery. Big contrast to the Hyundai dealer I waited two hours in last year. Only one other person entered the showroom in those hours. Must be pretty awful to be a dealer at one of the legacy brands. Every day you show up to work and it is quiet I wish there was a smooth way to move businesses over but alas thats not why capitalism works. Its sad but it is what it is"  
[X Link](https://x.com/___rikh___/status/1857411161794269319)  2024-11-15T13:11Z [---] followers, [--] engagements


"@sdoowhsoj @JoannaStern Maybe your life will make more sense if you base it more on facts"  
[X Link](https://x.com/___rikh___/status/1857422641285521678)  2024-11-15T13:57Z [---] followers, [---] engagements


"A bit of a half baked idea that Im working on: One thing that is bothering me for a while already is how the news and many people on the internet portray EVs Tesla and Elon Musk very negatively. But at the same time annual Tesla sales numbers go up. Also Ive seen multiple Cybertruck reviews and the most common response was not What an ugly car but What car is that So the world seems to consist of roughly three groups namely the pro-EV anti-EV and the I dont know. Based on sales numbers the pro-EV group is increasing. But based on the news and internet comments the anti-EV group is also"  
[X Link](https://x.com/___rikh___/status/1857910234225705193)  2024-11-16T22:14Z [---] followers, [--] engagements


"My parents are farmers. At a birthday party some farmers took a test drive in my Tesla. They all told me that they didnt really like Elon Musk. Still they were mind blown when I opened the hood and there was no engine. I said: Yeah less maintenance because there is basically only an electric motor and a battery. One immediately said: Ah so no turbo no carburetor sprockets pistons crankshafts valves etc They all loved driving the car and couldnt stop talking about it. They all drove away without much issues and understood the car very quickly by the way. They also understood the math very"  
[X Link](https://x.com/___rikh___/status/1858455590327959995)  2024-11-18T10:21Z [---] followers, [--] engagements


"Elon Musk to Sam Teller about a $50 million compute deal for OpenAI with MSFT: Fine by me if they don't use this in active messaging. Would be worth way more than $50M not to seem like Microsoft's marketing bitch. Its clear that Elon does understand and care about marketing"  
[X Link](https://x.com/___rikh___/status/1858503982928244930)  2024-11-18T13:34Z [---] followers, [--] engagements


"@TheTeslaSpace @SpaceX Didn't Alphabet also own 7.5%"  
[X Link](https://x.com/___rikh___/status/1859180321213751669)  2024-11-20T10:21Z [---] followers, [--] engagements


"Nice joke. A banana for scale was added to the Starship flight test"  
[X Link](https://x.com/___rikh___/status/1859543578772492652)  2024-11-21T10:25Z [---] followers, [--] engagements


"This is how to do a car advertisement. This Super Bowl ad played a large part in Chrysler's turnaround in [----]. (Watch with audio.)"  
[X Link](https://x.com/___rikh___/status/1859587375275348027)  2024-11-21T13:19Z [---] followers, [--] engagements


"This ad was closely supervised by Sergio Marchionne the CEO of Fiat Chrysler at the time. For a full backstory see @stekkerauto I think you'll will especially like that presentation. Let's hope some legacy manufacturers will listen to it too. https://www.youtube.com/watchv=c2aKSr8M-Z4 https://www.youtube.com/watchv=c2aKSr8M-Z4"  
[X Link](https://x.com/___rikh___/status/1859588980963975297)  2024-11-21T13:25Z [---] followers, [--] engagements


"Which European batteries do you mean Europe uses about [----] TWh per year so about [---] TWh per day. Battery installations in [----] were about [--] GWh so I'd say about [--] GWh is currently deployed. So that's about [--] / [----] = 0.7% of daily demand. It's negligible. Saying that batteries have somehow caused the problem is like saying that some employee in a subsidiary has caused a company to go bankrupt. How is that possible if the employee has only a negligible influence on the company as a whole"  
[X Link](https://x.com/___rikh___/status/1860270908012638437)  2024-11-23T10:35Z [---] followers, [---] engagements


"@Sentdex The funniest part is that Sam has to find new people for each release. A lot of his earlier co-hosts in the releases have quit were fired or are on a sabbatical"  
[X Link](https://x.com/___rikh___/status/1866206612354195812)  2024-12-09T19:41Z [---] followers, [---] engagements


"@JanvRookhuijzen @BeatGreatFilter @TeslaCharging What about insurance"  
[X Link](https://x.com/___rikh___/status/1874506045185544565)  2025-01-01T17:20Z [---] followers, [--] engagements


"To all other commenters here complaining that it's slow: It looks like demand is going through the roof for these models. Just wait a few days for the hype to be over a bit and everything should be fine again. OpenAI has also been slow multiple times when they made it into the news. I'm using Deepseek for months now and they have been very reliable over this period"  
[X Link](https://x.com/___rikh___/status/1884512889387507981)  2025-01-29T08:04Z [--] followers, [--] engagements


"@Sentdex I keep thinking about this too. Reminds me of Kodak who went bankrupt after inventing the digital camera and refusing to switch. Google also refused to make consumer-facing AI products. Then came ChatGPT"  
[X Link](https://x.com/___rikh___/status/1887936724283834739)  2025-02-07T18:49Z [--] followers, [--] engagements


"@slackingmaster @ClementDelangue TensorFlow was popular for a while"  
[X Link](https://x.com/___rikh___/status/1890336437263839387)  2025-02-14T09:45Z [--] followers, [--] engagements


"@constans Only on social media can such a clearly nonsensical idea be liked by thousands of people. Rewriting legacy code doesn't always make sense no but obviously at some point you have to bite the bullet. At some point it just isn't feasible anymore to keep the legacy code online"  
[X Link](https://x.com/___rikh___/status/1905979314056675360)  2025-03-29T13:44Z [--] followers, [----] engagements


"@SpencerHakimian Your plot contradicts your story. You conveniently ignore India and South Korea. South Korea is not poor and certainly not inefficient. And India does not have a low real growth. On the contrary India has a 5% annual GDP growth. So your theory makes no sense"  
[X Link](https://x.com/___rikh___/status/1906746287732502773)  2025-03-31T16:31Z [--] followers, [--] engagements


"@MaxRovensky @JoannaStern That's mostly due to learning curves. Essentially Apple's suppliers have gotten much cheaper over the years so the bill of materials went down. I would give the credit for that to Apple. It's mostly hard work from TSMC and the other suppliers"  
[X Link](https://x.com/___rikh___/status/1908788380801908744)  2025-04-06T07:46Z [--] followers, [----] engagements


"@sotak @GergelyOrosz It looks like there is a negative bias in the graph so the chance of coming out ahead is very small 😂😂😂 very nice if true. Very nice mindfuck"  
[X Link](https://x.com/___rikh___/status/1910008294497788053)  2025-04-09T16:33Z [--] followers, [---] engagements


"First Solar is a US-based solar panel manufacturer with a mostly US supply chain. Still they guidance assumptions for [----] went from $15-30M for tariff cost to about $280-600M. This is on net sales around $5B (about 10%). Gross margin down from $2.5B to $2B"  
[X Link](https://x.com/___rikh___/status/1917510760265027598)  2025-04-30T09:26Z [--] followers, [--] engagements


"First Solar's net bookings were [----] GW in [----] [----] GW in [----] and only [---] GW in 2024Q3. Yesterday the company announced "0.6 GW of net bookings since previous earnings call". Still [----] GW mid-to-late stage booking opportunities tho. It does seem like investments in the US are currently on hold"  
[X Link](https://x.com/___rikh___/status/1917511762712355287)  2025-04-30T09:30Z [--] followers, [--] engagements


"So according to this song (yesterday in Amsterdam) capitalists are stealing money Last time I checked nobody forces me to go to McDonalds each week to eat at least one burger"  
[X Link](https://x.com/___rikh___/status/1927252539444965846)  2025-05-27T06:36Z [---] followers, [--] engagements


"How the Foot Locker in Paris looks after the May [--] riots"  
[X Link](https://x.com/___rikh___/status/1929421861495910679)  2025-06-02T06:16Z [---] followers, [---] engagements

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