Precisely Why The Tesla Model 3 Will Upend The Global Auto Industry -- Cleantech Revolution Tour
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Julian started off his talk highlighting some fun facts regarding and defining technology disruptions, which he notes have always happened within the lifetime of one person and almost always happened with 20–30 years. Julian touched on the story of Kodak as one of many famous examples of a large company shooting itself in the foot by inventing the technology that went on to kill the company -- with forward-looking implications for the GM EV1 and the Exxon invention of the lithium battery. Regarding electric vehicles, Julian notes that Chevron bought the patents for the nickel-metal-hydride battery used in the GM EV1 and then stuck it on a dusty shelf to prevent progress. But something less well known is that ExxonMobil invented the lithium battery, in the 1970s. The exact chemistry for ExxonMobil's battery was not really suited for production, but the company patented the lithium battery anyway … and that patent didn't expire until the year 2000. After the patent expired, of course, is when commercial lithium-ion batteries enabled lower-cost and more-practical portable electronics like cell phones and laptops to take off. Julian also talked about other developments in the battery space, such as research that discovered how to make them rechargable, that was also critical. That essentially led into a discussion of whether the Tesla Model 3 was a better and cheaper vehicle than any ICE car. For that, Julian compared the base Model 3 to the similarly priced and performing BMW 328i in numerous ways. For this segment of the presentation, I think you should just watch, starting at 12:10 in. Part of the Cleantech Revolution Tour: http://cleantechtour.com/ 1st article regarding the presentation here: http://cleantechnica.com/2016/06/27/tesla-model-3-will-upend-global-auto-industry-cleantech-revolution-tour/ 2nd article here: http://cleantechnica.com/2016/06/28/tesla-model-3-economics-autonomy-autonomous-ice-vehicle-relatively-pointless/ More articles coming.
Comments
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This guy stutters and speaks so slow so annoying. Terrible public speaker. He needs to take about 2-3mg of xanax and 40mg of propranolol to calm down and speak right.
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missing at what point do electrics have a major impact on oil prices.
1 million cars will start influencing oil prices.
5 million may collapse them.
Tesla will be producing 500,000 cars annually by 2020. if not sooner. -
Crap video, crap lighting, crap audio, crap presenter, crap graphics, nuff said.
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Oh you are the Cleantechinca Reporter. Keep up the good work. Salute.
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You should have filmed yourself while you were practising your Presentation. And when you are not to sure in drawings etc. You should work with slides or little animations. And after the 10th run, you will get in a kind of flow. Then you are ready for a real Presentation.
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Too bad this guy is so boring, I would like to watch but keep falling to sleep!
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One full hour of seemingly legitimate trolling. Fucking outstanding work you prick.
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PRESENTATION SKILLS CRAP - KEEPS LOOKING AT PHONE AND CAMERA. ALSO, WHY USE A TINY BLACK BOARD WHEN THERE IS A MASSIVE PROJECTOR BOARD BEHIND HIM - JULIAN - IMPROVE MAN - THERE IS SOMETHING CALLED POWER-POINT. ALSO THE VIDEO SEEMS TO BE CUT AND EDITED IN PLACES.....ANNOYING INDEED.
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Thank you very much for presenting this video. I had recently seen one of them by Tony Seba (Anticipating and Leading Market Disruption) and I liked that too. But I agree with Julian Cox that Tony was still too conservative in his prognostications. Julian's positions closely match my own, in terms of what I see as an inevitable tide of change. To me it seems really obvious, but I am usually unable to put all that I see into words as Julian managed to do here. This is very refreshing, and will be a video I refer others to whenever they claim I am being over-the-top optimistic about what is coming.
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I will be glad to see combustion engines disappear from the auto market and become just art.
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This guy is way ahead of himself. He's describing an economic bubble that won't burst for another decade. He's extremely accurately describing the auto bubble of 2024. Way too early.
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wow very awesome presentation. I think EV will have an even faster payback for larger vehicles from SUVs to garbage trucks. a sedan suffers a bit from diminishing returns but a EV bus can literally save $10k or more a year in fuel
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Good talk. Agree with most of his points. A very good analogy is PC, cell phone or smartphone adoption. They started off slowly and increased exponentially. Same thing will happen with EVs, largely due to the vastly lower operating costs that are about 1/3 of combustion cars. BTW, is there a video of Julian's talk about batteries? I'd very much like to hear what he has to say about batteries, since batteries will be the forcing function for EVs. It's encouraging that VW is talking about building a 10 billion Euro battery factory. That would make about 1 million EVs per year.
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while the content may be compelling, the presentation is painful to watch.
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he's a good salesman trying to say a gs station fuelup is a disadvantage. 400-600mile fillup = 10 minutes. model s fillup every 270 miles = 30 mins at least.
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starts 10:55 regarding Tesla M3 vs BMW
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While i agree with the premise, the comparison chart is so arbitrary and uncalculated. It seems lazy. Not a great way to be taken seriously by someone who truly needs to be convinced that ICE is on the way out.
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Amazing.
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And he forgot the lowest point in the graph for the BMW.
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Can anybody out there turn this lecture into a Documentary style lecture with videos and pictures overlayed?
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