At the time of our visit, humming inside that cooling drum is the Nighthawk chip. Photo by Raymond Tribdino.
I visited IBM’s headquarters in Yorktown last December, arriving just after a snowstorm had rolled through the Hudson Valley. The timing was fitting. Quantum computing, like winter weather, is something people talk about constantly but many don’t experience directly. At IBM’s Quantum Technology labs, you can at least hear the … [continued]
This article describes my personal experience with the huge companies of IBM and Lucent that went soft and the current events at Tesla. With all the focus these days on the “Magnificent 7,” it is easy to forget the lessons of history. Small and mid-cap stocks have historically outperformed large-cap … [continued]
Instead of resting on its Lightning F-150 EV laurels, Ford is diving headlong into the next-gen, low-cobalt, high-nickel EV battery pool.
Metrus Energy* has announced a new $2.2 million Sustainable Energy Services Agreement (SESA) with IBM. This is the first project in a planned portfolio for a company-wide SESA program for the global technology and consulting company. Improvements are being made across four different IBM sites in New York and North … [continued]
This article is on some interesting things that Adam Jonas has said recently on Tesla and legacy auto. We have written a lot about Adam Jonas over the years. I remember him for his infamous $10 Tesla price target if everything goes wrong for Tesla. He certainly was wrong about … [continued]
US researchers spark new electric vehicle battery battle with breakthrough on reversible lithium metal energy storage technology.
In Tesla’s 2020 shareholder meeting, one shareholder proposal would have required the company to investigate the poor treatment of cobalt miners in the Democratic Republic of the Congo (DRC).
Toward the end of President Obama’s time in office, the US Department of Energy (DOE) launched a “Battery500 Consortium.” The goal is in the name: reaching 500 Wh/kg battery energy density with lithium-metal battery cells, a target which was reportedly triple the battery energy density at the time.
There is a long-standing argument about whether Tesla is a car company or a tech company. This argument is typically made in the context of how Wall Street should value the company. If Tesla is just a new kind of carmaker, it should be valued at something significantly less than its annual revenue — maybe 25% to 50%, like Ford and GM. Alternatively, if Tesla is a tech company, then it could be valued significantly higher. Google, for example, is trading at about 6 times its revenues today, Facebook at 8, Microsoft at 9, and Salesforce at 10 times. Tesla trades at around 3 times its revenues with some profits, while Uber and Lyft trade around 4 times revenues and have never been profitable.
Cobalt is emerging as an energy storage villain, but IBM hits back with a next-gen, cobalt-free battery for electric vehicles and stationary uses, too.
