Licensing License from Tesla for tech and parts? Can surely see that in the Ford Mustang and to some degree its the same with the F150 but in both cases there may be some VW and Rivian mixed in. Seems like that would show up sooner or later in the 10K- they should have to divulge this and not be able to get away with saying confidential partnerships type thing seems like it would have to be there. Ford just picked up its Mustang from Hawthorn and we saw that F150 electric coming out of a Tesla factory very likely the same one Ford said was electric in its train pulling sleight of hand. Same with GM and its cruise vaporware its just re-branded Waymo (like people want Android spyware in their car too?) its what Herb Diess was talking about with not wanting to be reduced to a commodity supplier of steel cases but thinking the spyware and surveillance capitalism abuse was where the profit was at- so wrong! Diess trying to get incentives for ICE and supposedly getting in trouble with Merkle shows ICE demand is over. So of course they need to license. When they just steal as Xpeng and Rivian (Amazon) have apparently attempted this underlines that there are no motes except the rate of innovation and execution. Musks estimates on Tesla's future sales are up to 20 million and that may be the global auto market after the reduction that AEV may well bring. That estimate is going up because legacy makes are such fossil fuel corrupted rubbish. Have to say push back will come against the surveillance capitalists who try more and more not just to spy (more than bad enough) but control behavior- don't want to be Google when that happens and would never want to be FaceBook but it will hit Amazon too. Moteless Mote If Tesla's mote is not having a mote and not getting caught up in silly defensive monopolistic games because the only real security is pace of innovation and execution there is something else too. Tesla set really big goals- huge goals. 1. Make sure the planet continues to be habitable. 2. Make the species multiplanetary (Musk.) The Panasonic CEO was like Musk is too ambitious. Well that "know your place" stuff won't save us. When Tesla started to vertically integrate into cells that made sure in so many ways that it would no longer be cell constrained. It meant that every supplier seriously making cells would open their supply to Tesla essentially before anyone else and it meant those cell suppliers couldn't bs Tesla and it mean access to the whole industries cell tech. On "Now you Know" Jessie and Zach were using analogies from the movie "Saw" for the sunk costs of legacy auto makers. And its certainly true and it covers a lot of double speak and pacing back and forth and 2 steps back for every step forward and c-suit turn over. But it doesn't really cover the position of fossil fuel providers. They don't have a plan be. They can't actually make the transition without getting sawed in half. The point from Microsoft that Microsoft has to help throw back buggy maker dirty 'energy' companies transition because we will need more energy is the about the greatest bs in history- that is only because Buffet and Gates real money and power behind the scenes is inextricably caught up in that nonsense and they should have known better if they were half as smart as their reputations insist they are. Fossil fuels that aren't state owned entities don't have a plan B they get sawed in half. Their plan B is more scams like trying to charge for EV charging by the minute instead of kwh or trying to do Dieselgate II-Enron II with the hydrogen long tail pipe scam. Take Cheveron its investing in sodium battery technology. Its only doing that presumably so it can squelch the tech. They can't do decentralized energy. They were looking for the laziest rent seeking imaginable. They wanted something you couldn't easily drink the milk shake out of the ground with on a finders keepers basis they would get a million dollars for every nickel they gave the government for the land. And they wanted to be able to charge more and more every year the end user didn't reduce the usage- worst of all possible worlds private toll road welfare barron bilking of the public is what it is. And they wrote laws where they were entitled to at least 10% profit per year- so they don't compete and they are entitled to 10% profit every year where wages haven't tracked inflation for 50 years by design. Utterly insane ponzi. Energy in to energy out is negative or so lean and totally unpredictable that it can never justify the investment against newer green which is literally better than working hot fusion and subsides and tariffs and bailouts can't protect it either. Point is some can license, and some can have a plan B hard as it may be, but fossil fuels companies don't really have a viable plan B and that is despite BPs lip service on "beyond petroleum." Would we want them with a plan B? There is no helping fossil fuel companies make the transition as MS is dedicated to doing and especially not because "we need more energy."
Perhaps 'bait' for Nikola. Tesla can always reply, "We would love license but you are suing us for truck design." Bob Wilson
