hey everybody rob Bauer here and today

we are talking about what might be the

next big thing for Tesla in China we’ve

also got some interesting news on Tesla

and how they utilize navigation and

mapping data possibly some major battery

news a report on Tesla solar roof and

more not too much going on with the

stock again today Tesla tracking with

the NASDAQ both up about seven tenths of

a percent Tesla closing at 195.28

quickly looking ahead to tomorrow we

will get the personal consumption

expenditures report or pce report in the

morning that’ll be before Market open

but reminder that is for February so the

date at this point a little bit old this

would be before everything happened with

the banks but still will be watched

closely and then of course tomorrow is

the last day of the quarter so I’ll go

through my delivery and production

expectations and then we’ll head into

the weekend most likely expecting that

report late in the morning on Sunday

all right let’s get right into some

possibly very exciting news for Tesla in

China I think Tesla Chan on Twitter

spotting this first on LinkedIn Tesla

has posted a job opening for an

engineering program manager for energy

storage in Shanghai the description says

that Tesla’s Energy Engineering Group is

looking for a highly motivated

individual to program manage new design

engineering projects for the mega pack

program so of course we know about the

mega Factory and Lathrop scaling up to

40 gigawatt hours per year of energy

storage products it looks like Tesla may

have similar maybe even more ambitious

plans for the production of energy

storage products in China there have

been rumors for a while now about Tesla

maybe making a mega Factory there and

although this wouldn’t quite be

confirmation of that it definitely would

be the strongest tent that we have had

so far thinking about a possible Mega

Factory in Shanghai and then putting

that together with a couple of pieces of

Tesla history that we have which would

be one the ramp up that we have seen on

the mega Factory in Lathrop happening

quite quickly and then two the history

of Giga Shanghai and how quickly that

ramp happened for automotive those

things things make it extremely exciting

to think about how quickly Tesla could

possibly ramp up energy storage

production in China we’ve already seen

really great growth for Tesla energy 65

compound annual growth rate since 2016.

this is starting to form a really nice

beginning of an s-curve but as Tesla

said at an investor day just the

beginning that growth hardly looks like

anything at all compared to where Tesla

is planning on going and planning on

going pretty quickly and as we have

talked about the beautiful thing here

with Tesla energy is that so much of the

operational costs for this business are

covered by Tesla’s auto business

obviously there are going to be some

incremental operating expenses but a lot

of that girl’s profit then from Tesla

energy doesn’t even need to be that good

of gross margin a lot of that can flow

down to the bottom line so hopefully

with this job posting we’re not too far

off from hearing more about Tesla’s

official plans for their next Mega

Factory or maybe their next couple

there’s also a rumor going around Chris

John on Twitter posting about this last

night and I’ve seen this in a couple of

places probably not related but a rumor

that Elon will be visiting China next

weekend so we’ll keep an eye on that see

if anything comes of that

all right next up we’ve got a pretty big

report from Bloomberg they are reporting

on Tesla and catl being in discussions

about building a possible battery

Factory in the United States together

Bloomberg says that in recent days Tesla

has been having discussions with the

White House about this possibility and

seeking Clarity on the implications from

the inflation reduction act on a project

like this whether that’s EV credits or

battery production credits Bloomberg

says that Tesla is hoping to pursue a

similar setup to what we had talked

about between Ford and catl back in

February that was where Ford was going

to invest three and a half billion

dollars to build a lithium iron

phosphate battery Factory in Michigan

leveraging catl for their knowledge and

Technology while the factory would still

be wholly owned by Ford so that is

slated for initial production in 2026

with a plan capacity of about 35

gigawatt hours per year so from

Bloomberg’s reporting Tesla would be

pursuing a similar setup where it would

be wholly owned by Tesla licensing

technology from catl presumably for

lithium iron phosphate or some of the

newer similar technology that catl’s

been working on and although location is

not finalized it sounds like they are

considering Texas so that’s about all we

know at this point in time but obviously

Tesla could be using these batteries for

energy storage stuff that we had just

talked about certainly Vehicles as well

and Tesla has been clear that although

they are working on their own battery

production with 4680s they want to

continue to leverage battery supply from

these suppliers sounds like this would

be a little bit of a hybrid of both not

too dissimilar from the setup with

Panasonic at Giga Nevada

hopefully Tesla gets some of the clarity

that they’re looking for from the White

House and can quickly move forward on

this we’re still waiting on those

guidelines that are supposed to happen

before the end of March which we are

quickly approaching all right next up

we’ve got some pretty interesting

information from Greenlee only on

Twitter today about how Tesla is using

some of their Fleet and data collection

capabilities to improve things like

navigation and mapping so green was

taking a look at how Tesla handles

alternative routing in the navigation

system and it’s not quite as simple as

Tesla just grabbing a suggestion from

Google Maps they might take Google Maps

information and then they layer on Tesla

Maps information to make some of those

decisions but that’s not all they’re

doing the Tesla vehicles are also asking

the Tesla Maps database according to

Green for things like what parking lot

outlines are at certain locations what

else needs to be known for the route

that the Tesla is going to navigate

which can include things like stop sign

locations crosswalk information lane

information things that Tesla can

probably get some of from Google Maps

but when Tesla’s got this massive Fleet

that is driving around constantly they

should be able to build a much better

database and it does seem like that is

something that Tesla is doing which I’m

thrilled to see I’ve always kind of

wondered why Tesla hasn’t been doing

this but it looks like they have you

don’t want to become reliant on maps but

they can definitely give you information

that makes solving this incredibly

challenging problem a little bit easier

and probably a little bit safer as well

I think Tesla historically has kind of

confused people talking negatively

towards HD Maps it’s not exactly what

we’re talking about here this would be

more of kind of metadata but I think

over time as this gets more and more

robust probably approaches more into

that type of territory and as we had

already talked about with Hardware 4

seemingly including a much more precise

and robust GPS system this type of stuff

should only get better over time one of

the really cool things about this is

that green says this seems to be

updating in nearly real time one of the

elements there is speed so very much a

Waze like system where Tesla can get

really great traffic flow information

from the fleet which obviously improves

naturally as the fleet grows so some

pretty cool stuff here green shared a

couple of photos of that code showing

that it is coming from Tesla Telemetry

data and right now Tesla probably just

kind of scratching the surface of the

types of things that this can eventually

lead to

all right next up we’ve got a report on

the Tesla solar roof from CNBC today

they are citing research from wood

McKenzie that says that Tesla has only

installed 3 000 solar Roof Systems in

the US since launching the technology

where would McKenzie got this

information from and why they and CNBC

are so confident that it’s correct I’m

not sure but Tesla solar on Twitter

today replying to the article and saying

that this is incorrect by a large margin

unfortunately that was about 12 hours

after the Articles published so this is

already spread a long ways but hopefully

that interjection from Tesla implies a

little bit higher of a number for solar

roof installations historically of

course this article from CNBC just so

happened to be published the day after a

shareholder lawsuit against Tesla for

the SolarCity acquisition gave opening

arguments in pursuit of an appeal for a

previous ruling that had gone against

the lawsuit all right moving on from

that something a little bit fun here

from Tesla today they’ve got a new

product that has launched in Europe it

is gigabeer we heard about this when

Tesla opened gigafactory Berlin this is

a five percent ABV pilsner from Tesla in

a cyber truck inspired package and Tesla

says Tesla gigabeer is designed to

emulate the form of cyber truck while

honoring the 500-year tradition of

German Orion Heights Cabot beer making

Tesla says this is a limited edition

pilsner brewed in Berlin with our

exclusive strain of cyber Hops and notes

of citrus Bergamot and sweet fruit each

bottle features a seamless gloss black

sleeve with a glow-in-the-dark Giga

Watermark this is 89 Euros for a pack of

three so it’s not the cheapest beer

you’re ever gonna buy might be the most

expensive and unfortunately for many of

us at this time it does seem to only be

available in Europe

all right last couple of things for

today this Gap has been closing for a

long time but Elon today officially

becoming the most followed person on

Twitter with 133.1 million followers

moving just past Barack Obama at 133

million so congratulations to Elon for

that and since we didn’t talk about

anything else from Elon on Twitter today

now’s probably a good time to do that he

did tweet out that Giga Mexico will have

the lowest water usage per car of any

auto Factory in the world probably no

surprise to those of us that have

followed the company closely all right

lastly then we’ve got a couple of

pricing updates from Ford and from

Porsche Ford has issued another round of

price increases on the Ford F-150

Lightning pro model this is what is

supposed to be the sort of commercial or

work truck that originally started right

around forty thousand dollars but has

now had four significant rounds of price

increases with the most recent one

Happening Now bringing the price from

just under 58 000 up by four thousand

dollars to just under sixty two thousand

dollars now so it’s a pretty sharp

difference in a pretty short period of

time obviously Tesla has faced some

criticism about similar things over the

years and we’ll see what happens with

cyber truck but given the financials

that we have seen from Ford it’s much

harder to see how this was ever a

realistic Target for them than what

we’ve obviously seen transpire in the

financials for Tesla and then also

bucking the price cutting Trends is the

Porsche ticon they have according to the

recap here from Drive Tesla Canada

increased prices on what I believe is

all trims of the ticon by about four to

five percent in the US and Canada for

the 2024 model year so not the most

sensitive category obviously the Porsche

brand very much at play but that does

make the comparison with a Model S that

much more difficult alright that is

where we’ll wrap it up for today then as

always thank you for listening make sure

you’re subscribed and sign up for

notifications you can also find me on

Twitter at teslapodcast and I’ll see you

tomorrow for the Friday March 31st

episode of Tesla daily thank you


thank you



“通货膨胀是政府从我们身上隐形收税的卑鄙手段,政府发行的货币是政府最牛逼的收割韭菜工具。” –鲁迅












我们已经习惯了不断上涨的物价,但其实过去的150年的美国,从18世纪末,到1913年,美国的物价一直在稳定下降。但就是在这个阶段里,美国经历了人类历史上经济增长最快的几个阶段。这种现象的原因是因为生产力随着科技不断进步而提高。如果货币供应稳定,就像美联储成立前的美国那样。生产力的提高会促使价格下降。工业革命让生产力大幅提高,让普通的工薪家庭也能买的起装饰家居,量身定做的衣服,乘车费甚至汽车,而这些以前只有富人才消费得起。你10年前存的钱难道你不希望10年后他能买更多的东西吗?这不是显而易见的道理吗。我们被政府告知如果价格下降就会出现通货紧缩,人们会停止购物,等更低的价格,这样经济就会停摆,工人会开始失业,我们会回到经济的黑暗时代。 这你也信吗?IPHONE10几年前卖1000澳元,现在可能只要500. 产品价格不断下降,但人们并没有因为价格不断下降而停止购买苹果产品。苹果公司的员工也越来越多,拿着越来越多的薪水。 产品价格的下跌不能停止苹果公司对新产品的研究,促使着他们不断发展。











你可能觉得也许是洛克菲勒是心地善良,所以降低价格,然而并不是。因为就像课本里讲的一样,资本从来是贪婪地。但洛克菲勒都垄断了为什么又要降低价格如此的讨好消费者呢。因为如果他不这么做,他就会失去他垄断的地位,永远都会有隐藏中的竞争者。当黑莓垄断手机市场的时候,搞电脑的苹果却突然杀入手机市场,夺取了半壁江上,后来安卓又一军突起,掠夺苹果份额。马化腾的QQ差点被雷军的米聊干掉,好在千钧一发之际祭出了微信。马云2014年员工大会上说,如果你们不努力,2013年将是阿里巴巴历史上最好的一年。这些所谓垄断企业对竞争者的恐惧要远远大于我们对于他们提升价格的恐惧。市场上不存在永远的垄断者,在风口浪尖的自由市场,逆水行舟,不创新不进步不去更讨好消费者,再垄断未来也就是死路一条。反垄断打破了自由经济的运作,垄断企业连定价都手足无措,价格调高,是以垄断姿态剥削消费者;降低价格,是打价格战;定个价格不高不低,不升不降,有人会去指责你这叫合谋性价格,也就是联手抬高价格。 综上。反垄断法实际是去强制保护被竞争淘汰下来的失败者。供应商提供廉价的服务本来是值得鼓励的,因为竞争使得消费者得益了,但是反垄断法的执行者,同时又去惩罚那些所谓的掠夺性定价行为或者说倾销的行为,而事实上,掠夺性定价或者倾销行为,是不能够使得厂商获得垄断地位的。日常生活中,我们见到的所谓掠夺性定价行为、倾销行为,往往不是出于垄断的意图,而是出于生产者效率的提高。说别人进行掠夺性定价、说别人倾销,往往是市场当中成本更高的生产者,指责更成功的竞争对手的一种借口。但反垄断法的执法者,往往又站到了这些在市场竞争当中失败的一方,组织他们被自由经济淘汰。



CS小岛上有两个渔民: 嘉琪霸霸、乐乐耳子。他们每天各只能抓一条鱼,刚好供他们各自一天的温饱。有一天嘉琪霸霸决定不苟且与此,他还想要诗和远方。他决定饿一天肚子,做一个渔网。渔网如果能做成,他每天可以捕两条鱼。这样他就可以工作一天,另一天去享受生活了。乐乐耳子摸着自己的胖肚肚笑道:“霸霸你肯定会失败的,到时我可不会管你”。霸霸不顾耳子嘲笑,竟然在第二天做出了渔网。从此霸霸一天可以补两条鱼,过上了工作一天休息一天的生活。小岛一天的总捕鱼量变成了三条,经济得到了增长。总结这个列子,CS小岛经济的长期增长靠的是霸霸的创新意识,创造出的渔网工具和他忍饥挨饿一天所得到的时间资本




现实中,有很多仇富的人。“比尔盖茨,扎克伯格,凭什么你们好像不用干什么,却那么有钱。我拼死拼活,才这么一点钱。世界简直太不公平了!”。 “那些有钱人都自私的把钱存着自己享用,社会上那么多穷人他们却视而不见!”。其实真相是这样吗?













Invest safe.




其实美联储1913年刚设立的时候,他没有每年通货膨胀目标,他的目标是保持物价的稳定,不降也不升。后来改为“啊,只要不超过2%就行”。再后来,“啊,干脆改成目标吧”。现在呢,“啊,hold不住了,要更高”。为啥HOLD不住 了呢,因为这次疫情,他们为了拯救企业,拯救经济,拯救股市,拯救布朗普连任,印了太多的钱。整个美国 不管是国家,企业,还是个人,增添了太多的债务,美国只能把利息保持为0,使得他们没办法保持不通货膨胀。为了掩饰他们的无计可施,只能改变通货膨胀政策。将来某年也许通货膨胀到了5%,那时,美联储会说。从过去十年的平均值来说,咱们还没超过2%,所以放心,没问题!




对于富人来说,他们的股票,房产全部一起升值。他们更富有了,你就看看特斯拉的CEO马克思,特斯拉今年股票涨了四五倍,脸书的CEO Zurkerberg,他们身家随着股价的上升,翻了多少倍。对于富人的还有一个好处,他们的贷款变得廉价了,更容易去偿还了。



美联储表示未来5年利率都会是0 。 美国的政治家要去兑现他们在竞选时对人民的承诺,在经济萧条的情况下,就更加需要去借债印钱。不光是美国政府,0利率同样会让机构,个人去借更多的钱。美国社会欠债越来越高,导致的是一个 及其脆弱的金融体系。疫情下工人停工,生产力削弱,贸易赤字将进一步加大,美元继续走跌。黄金价格将上新高。美股继续泡沫增高。谁能拯救美国的经济?共和党的特朗普还是民主党的拜登?都不行。

Holding Side Control & North South, Taking the Back vs Single Leg

Hand Fighting & Engaging from Butterfly vs Standing Opponent

Constantly pulling hand, leg, head, fighting for the control.

if you cant hold with your arm, hold with your feet.

Holding Side Control & North South, Taking the Back vs Single Leg
In side control, when they have underhook, switch to north south(where have more control on hip). Keep the pressure on his chest, when he spins, take the back.




  • The process of oxidation in the human body produces unstable chemicals called free radicals, which damage cell membranes and other structures.
  • Free radicals have been linked to a variety of diseases, including heart disease and certain cancers.
  • Antioxidants are compounds in foods that scavenge and neutralise free radicals.
  • Evidence suggests that antioxidant supplements do not work as well as the naturally occurring antioxidants in foods such as fruits and vegetables.




Oxidation can be accelerated by stress, cigarette smoking, alcohol, sunlight, pollution and other factors. 压力,抽烟,喝酒,UV,污染都会加速氧化。。也就是衰老变快。。赶紧多吃维C顶住。。

The effect of free radicals

Some conditions caused by free radicals include:

  • deterioration of the eye lens, which contributes to blindness 加速近视
  • inflammation of the joints (arthritis) 关节炎
  • damage to nerve cells in the brain, which contributes to conditions such as Parkinson’s or Alzheimer’s disease 变笨
  • acceleration of the ageing process 加速变老
  • increased risk of coronary heart disease, since free radicals encourage low-density lipoprotein (LDL) cholesterol to stick to artery walls 心脏病
  • certain cancers, triggered by damaged cell DNA. 癌症

Sources of antioxidants

Plant foods are rich sources of antioxidants. They are most abundant in fruits and vegetables, as well as other foods including nuts, wholegrains and some meats, poultry and fish.

Good sources of specific antioxidants include:

  • allium sulphur compounds – leeks, onions and garlic
  • anthocyanins – eggplant, grapes and berries
  • beta-carotene – pumpkin, mangoes, apricots, carrots, spinach and parsley
  • catechins – red wine and tea
  • copper – seafood, lean meat, milk and nuts
  • cryptoxanthins – red capsicum, pumpkin and mangoes
  • flavonoids – tea, green tea, citrus fruits, red wine, onion and apples
  • indoles – cruciferous vegetables such as broccoli, cabbage and cauliflower
  • isoflavonoids – soybeans, tofu, lentils, peas and milk
  • lignans – sesame seeds, bran, whole grains and vegetables
  • lutein – green, leafy vegetables like spinach, and corn
  • lycopene – tomatoes, pink grapefruit and watermelon
  • manganese – seafood, lean meat, milk and nuts
  • polyphenols – thyme and oregano
  • selenium – seafood, offal, lean meat and whole grains
  • vitamin A – liver, sweet potatoes, carrots, milk, and egg yolks
  • vitamin C – oranges, blackcurrants, kiwifruit, mangoes, broccoli, spinach, capsicum and strawberries
  • vitamin E – vegetable oils (such as wheatgerm oil), avocados, nuts, seeds and whole grains
  • zinc – seafood, lean meat, milk and nuts
  • zoochemicals – red meat, offal and fish. Also derived from the plants that animals eat.