[ExI] evs again

Wed Nov 12 03:07:46 UTC 2025

From: ilsa <ilsa.bartlett at gmail.com> 
Sent: Tuesday, 11 November, 2025 6:56 PM
To: ExI chat list <extropy-chat at lists.extropy.org>
Cc: spike at rainier66.com
Subject: Re: [ExI] evs again

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

Hi Ilsa, I never noticed that.  But the principle is to disregard our own likes and dislikes when choosing profitable investments.  This is a lesson well-learned from political betting over the years: you bet on what you think will happen rather than what you want to happen.  By strict discipline on that, I won 57 bucks in 2016, even though it wasn’t the outcome I wanted or voted for.  I wanted Gary Johnson in that election, but voted for Jill Stein, because I thought she was attractive.  Then I bet on… I forget his name at the moment, but he won, and I won: 57 big ones.

Regarding EVs leaving rubber on the road: I didn’t know that, but really what I am hoping for is that lots and lots of people will buy EVs so we can have a power reserve in case of the Singularity happening sooner than I expect.  Millions of people buy EVs, sooner or later Musk is going to be proven right, enraged mobs will burn Teslas by the millions, then we have all the electric power we need.  That’s an example of betting on what we think rather than what we want.

spike

Institute for Rewiring the System
http://ilsabartlett.wordpress.com <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 <mailto:extropy-chat at lists.extropy.org> > wrote:

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.

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.)

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.

OK no worries, perhaps business will pick up.  Hope so.

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.

spike

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