Tony Seba on Disruptions

[FutureBoy]

Some amazing information here. And lots of Tesla related references. And even more thoughts that are directly relevant to the disruptions Tesla is bringing about.

 

[charliemagpie]

I watched this morning, my brilliant Guru. The catalyst for my Oct 2018 TSLA Investment.

I compared his previous predictions to his 2017 presentation and he was absolutely right. And between then and now, still (unsurprisingly) right.

I was just thinking the other day a new presentation was overdue. Looking forward to part 2.

Advise everyone to subscribe and to watch ALL his presentations.

BTW, a 'Caterpillar with wings doesn't make it a butterfly' Legacy beware !!



Addendum. Not quite a mirage imo.

I don't quite agree that companies are oblivious.

Controlling money behind the scenes has the time to move their finances onto a lifeboat, and in the meantime direct the CEO to maintain and enhance company value. It is the common shareholder who is oblivious.

The Saudi Fuel IPO,
Herbert Diess would have known before Porche IPO. He wasn't a patsy.
Mary with her myriad of ever failing partnerships.
Farley 'it's not a spinoff'

If they go down... it will not be in disbelief.

 

[FutureBoy]

Subsequently another thread on Tony Seba has been posted

 

[FutureBoy]

The more that the Tony Seba presentation has been running around in my brain, there are some implications that I don't think people are getting yet.

For instance, Tony talks about energy getting so cheap and the supply being so large that it is effectively well beyond anything we can make use of. What would happen if we have effectively infinite and nearly free energy?

One thing I'm thinking is that desalination plants become the norm for cities on the coasts. We know how to purify sea water to make drinking water but the amount of energy needed is cost prohibitive in most cases. But with plenty of free energy, it seems that desalination would be much cheaper and easier. Plus it could be done in any location that had ample access to sea water. In areas with very little land available, I could see floating desalination plants out in the ocean that pump fresh water back to the city. How large of a desalination plant would be needed for a city like Los Angeles?

But even cities that are not on the coast. If it's a desert area, transporting water will become very cheap. If it is somewhere that needs filtered water, that will also become cheap. Producing high pressure water supplies will be much easier.

And hot house farming? I could imagine large warehouse buildings with totally controlled heat, humidity, light, etc that can emulate anywhere in the world in any season. High density farming in such an environment could provide all the variety of fruit and vegetables that would be needed for an urban area. With the free energy, basically you just need some buildings with the correctly designed controls and infrastructure. Sure, the farmers need to know what they are doing but that can be learned.

I've also seen ideas in the past where garbage gets recycled through some heat and pressure processes. Limitless power? This kind of recycling gets much cheaper.

And then there are the possibilities of having abundant hydrogen available. With limitless energy, splitting water into H and O components becomes very cheap. I'm not suggesting using the hydrogen as fuel in cars. But I'm guessing we could put the H and O to great use.

There are so many areas of our civilization that can potentially benefit.

 

[charliemagpie]

I will have a comfortable retirement because of Tony Seba.

When I watched his Vid in 2018 (might be his 2017 release), in particular, the fact that Solar had almost reached parity with Coal had me immediately convinced that the trend line would only go one way.

I compared his earlier forecasts from 2014, and he proved to be right.

The penny started to Drop when I researched, and when I came across FUD.... it became clearer.

Pretty soon I came across $TSLA.

Honey, can I buy some shares? I am really confident with this company.


The rest is history

Thank you Tony.

 

[FutureBoy]

The more that the Tony Seba presentation has been running around in my brain, there are some implications that I don't think people are getting yet.

For instance, Tony talks about energy getting so cheap and the supply being so large that it is effectively well beyond anything we can make use of. What would happen if we have effectively infinite and nearly free energy?

One thing I'm thinking is that desalination plants become the norm for cities on the coasts. We know how to purify sea water to make drinking water but the amount of energy needed is cost prohibitive in most cases. But with plenty of free energy, it seems that desalination would be much cheaper and easier. Plus it could be done in any location that had ample access to sea water. In areas with very little land available, I could see floating desalination plants out in the ocean that pump fresh water back to the city. How large of a desalination plant would be needed for a city like Los Angeles?

But even cities that are not on the coast. If it's a desert area, transporting water will become very cheap. If it is somewhere that needs filtered water, that will also become cheap. Producing high pressure water supplies will be much easier.

And hot house farming? I could imagine large warehouse buildings with totally controlled heat, humidity, light, etc that can emulate anywhere in the world in any season. High density farming in such an environment could provide all the variety of fruit and vegetables that would be needed for an urban area. With the free energy, basically you just need some buildings with the correctly designed controls and infrastructure. Sure, the farmers need to know what they are doing but that can be learned.

I've also seen ideas in the past where garbage gets recycled through some heat and pressure processes. Limitless power? This kind of recycling gets much cheaper.

And then there are the possibilities of having abundant hydrogen available. With limitless energy, splitting water into H and O components becomes very cheap. I'm not suggesting using the hydrogen as fuel in cars. But I'm guessing we could put the H and O to great use.

There are so many areas of our civilization that can potentially benefit.

Quote from Elon in the investor day presentation yesterday:

Some amount of Hydrogen is needed for industrial processes. My personal opinion is that Hydrogen will not be used meaningfully in transport. And shouldn't be. If you are going to use a chemical fuel, you should use CH4 not H2. But nonetheless it is needed for industrial processes and can be produced by just splitting water essentially.

Nailed it.

Now that Toyota has a new found awe of Tesla, watch them start investing in the new CH4 drivetrain that is going to take over the world.