Tuesday, August 1, 2023
Bitchin' Dave's Newsletter - Aug 1
Tuesday, July 25, 2023
Bitchin' Dave's newsletter - July 25
Dave’s Musings
A few months ago, SpaceX attempted a suborbital flight with "Starship" - one of the largest rockets we have ever conceived - using 33 engines. It was spectacular, but ultimately a failure as it pitched out of control, and it also destroyed the launch site. Undeterred, the company upgraded the launch pad, and fixed a few issues with the rockets themselves. And now they are getting ready for another test. Except that they still need FAA approval - which is going to be a process. But stay tuned. It will happen eventually. | Researchers have developed a way to cool the air using no electricity! The concept is to use "radiative cooling, thermal insulation, and evaporative cooling" - essentially using solar rays to cause evaporation in what you might think of as an igloo cooler. Its a very smart, and fundamentally simple design that could provide a low cost alternative in places where the power grid isn't designed to be rapidly expanded in a warming world. |
The Disney brand is struggling, and their stock is not where analysts think it should be. The problem started during the the pandemic; Disney needed to borrow heavily to keep themselves solvent. Now they have to repay that, while they struggle to grow and while they are reporting losses in most business units, for a lot of reasons. (Though not “because of woke” whatever that means) Their problems were compounded by Bob Iger not really thinking about succession planning, and leaving Bob Chapek to take over. Chapek made decisions that probably weren't in the best-long term interests of the company. Now Iger is back to clean up the mess he made. The Motely Fool notes a quote from Warren Buffet: "When a manager with a reputation for brilliance tackles a business with a reputation for bad economics, the reputation of the business remains intact." Which suggests that maybe Iger is not the answer. | It may seem obvious, but simply painting things white can have a cooling effect. In Los Angeles, the Cool Community Project added reflective coatings to surfaces, and tested the results. And they showed that this did reduce the ambient temperature! You can read more here: Cool Community Project (Forbes) And meanwhile Purdue University has created an ultra white color that they say can get the cooling effect of 10KW when painted on 1,000 square feet. That would go a long way to reducing the need for AC. You can read more here: Purdue press release Its relatively simple advances like these that will change the world. |
Dave’s latest video | I took a road trip up to Disney World in my Model Y, which has a longer range than my Model 3.... I talk about the trip, and how it was kind of the same as taking the shorter range vehicle. |
Tuesday, July 18, 2023
Bitchin' Dave's Newsletter - July 18
Dave’s Musings
- to have more US oil and gas production because "its cleaner than foreign sources" and would "lower energy costs" (which are dubious statements), but does nothing for the environment nor does it actually reduce consumption
- to plant "a trillion trees" which sounds noble, but that number would cover the entire US; the threat of wildfires goes up (possibly exacerbating the climate situation); and these trees would be made available to the logging industry.
- to allow for mining of materials used in electronics, and electric vehicles. The questions are where and how? This would have to be carefully managed.
I've been listening to a podcast series from the LAist called "Blood, Sweat, & Rockets" which is a look back at the early pioneers in rocketry. Its an intriguing look at the men (and even a few unheralded women) who helped push us into the rocket age through experimentation, bravado, and a lot of luck. And it deals with their personal lives - some of which is decidedly controversial. I highly recommend giving it a listen. | Tesla is in the process of acquiring a small company called Wiferion. Wiferion's niche in the market is that they have developed a method to provide wireless charging to batteries. They do this using inductive charging; in broad terms, they create a magnetic field that is converted into electricity that charges the battery. This could be a "game changer" where you park your car over a mat and it charges without having to plug in. In the words of Rebecca Tinucci (director of charging at Tesla) this would "do cool s**t" |
An analyst for Needham (an investment banking firm) by the name of Laura Martin posited that Disney will be acquired by Apple over the next few years. This is a rumor we've heard bandied about pretty much since Bob Iger retired, and became more prominent when he came back. But her suggestion that it *will* happen is something new. She cites Disney's park attendance woes, their recent box office flops, trouble with streaming numbers, and sports cuts among the possible reasons for such a move. I have my doubts, but its an interesting thought. We'll see if anything comes of this. | There's a story (sadly, behind a paywall) at Fortune magazine about Motorola. In the TL;DR sense, they dominated the market for two way radios. And then, they pioneered a cellphone that piggybacked off of it so you could use the radio network, instead of cell minutes, to communicate. But in the new world we live in, they found a way to repackage and brand themselves as a provider of safety: a way for police and firefighters to communicate in a more modern way than 2-way radios. Their success in this area again allows them to dominate. |
Dave’s latest video | On this episode, I talk about how car companies are sending diagnostic information back to the car company - rather than leaving it in the car itself. This has led to new "Right to Repair" laws being created. |