[ExI] evs again

[ilsa]

I read the whole thing you made me laugh I don't like electronic vehicles
because of the way that the rubber rubs off on the road from the tires

Ilsa Bartlett
Institute for Rewiring the System
http://ilsabartlett.wordpress.com
http://www.google.com/profiles/ilsa.bartlett
www.hotlux.com/angel <http://www.hotlux.com/angel.htm>

"Don't ever get so big or important that you can not hear and listen to
every other person."
-John Coltrane

On Tue, Nov 11, 2025, 6:15 PM spike jones via extropy-chat <
extropy-chat at lists.extropy.org> wrote:

>
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> Well damn.  This is a disappointment, so far.  For some time, I have
> recognized the enormous profit potential in building out electric power
> generation and distribution in California.  Reasoning: we have a huge
> population accustomed to paying absurd prices for power, and ideal climate
> conditions for EVs, along with a general awareness that soon there will
> likely be a dramatic increase in demand for power to run god (the
> superhuman intelligence running on jillions of power-hungry Nvidea
> processors.)  We will need a lotta power to keep that guy (those guys?)
> going.
>
>
>
> That was much of my motive for going to Moss Landing Sunday: to look over
> the facility where they had the battery fire in January, assess what growth
> potential they have at the site, what environmental sensitivities, anything
> that could interfere with my making a buttload investing on the growth
> potential of that particular site.
>
>
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> Another element of my investment strategy has to do with EVs.  To
> understand the growth potential of that market, one must divide the EV
> world into two categories: Musk and Not Musk cars.  Most of the EVs are
> Muskmobiles, and he already has his charging infrastructure built out (has
> been for at least five years.)
>
>
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> I estimate about a quarter of the EVs around here are nonMusk, so I am
> estimating market growth by watching nonMusk charging stations build rate,
> such as this one a short distance from my home (I walk past it twice a
> day.)  This station was started in Feb 2020, but was halted because of
> covid.  It switched on yesterday.  OK then.  Took close to six damn years
> to compete, but that might be a special case, since covid might have
> delayed it a coupla years.  So… four years.
>
>
>
> This one is ideally located: a major freeway access ramp is about 200
> meters away, an artery with lots of traffic 24/7.  Today was a national
> holiday (Veterans Day) so there was pleeeeeenty of traffic, commuters and
> vacationers.  The station alerts the cars via radio signal, so it was
> advertising itself, starting about early afternoon yesterday.  I just
> walked by there.  Twelve high speed ports, 16 standard ports, zero
> customers.  Damn.
>
>
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> OK no worries, perhaps business will pick up.  Hope so.
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> But this has me a little spooked.  If business doesn’t pick up soon at
> this place, an ideal location in so many ways, I will be reluctant to bet
> on that Moss Landing battery site.
>
>
>
> This is a bad thing, for I was hoping the EV market would take off like a
> nuclear rocket.  Reasoning: compared to processors and data centers, the
> electric power demand of a car (or one of Musk’s absurd cyber trucks) is
> huge.  We can run a looooootta lotta processors with the power savings from
> some yahoo torching a single Tesla dealership.  (Not ME yahoo torching it,
> I mean Telsa dealerships torched by some other yahoo, a political actor,
> insane with rage about Elon telling us the truth about the Federal
> budget.)  Just one massive EV car dealership fire would free up sufficient
> electric energy to power god for a while, methinks.  If I am invested in
> electric power infrastructure, I could make good money.
>
>
>
> Thoughts welcome.
>
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>
> spike
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>
> _______________________________________________
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