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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 494.56

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Jan 28 4:00 PM EST

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twmoore

To: Elroy Jetson who wrote (127961)

1/10/2017 2:20:48 AM

From: Maurice Winn

1 Recommendation of 219862

While you are theoretically right, in practise you'll find electric and autonomous go together. <<

Autonomous vehicles are improving quickly but this technology has no regard for the type of fuel used to power the vehicle. Your posting is very confused on this point.>>

Qualcomm is in the Formula E and Formula 1 games for a couple of reasons.

Formula 1 because megadata is coming for vehicle management and Qualcomm wants to be in the lead for megadata processing from cars to other cars and to road management and fleet management and anything else data driven.

Formula E because Qualcomm owns Halo and is pushing electric cars which can be recharged using Halo. But Formula E hasn't got to the big thing which is battery swap technology - not supercharging which isn't going to work when all vehicles run on electricity. If you do some arithmetic on how much land area and charging points will be needed to keep all vehicles running, you'll see that it's not going to happen by "superchargers". Add to that arithmetic the importance of using low cost electricity generated at off peak times and you'll see another big problem. Add to that issue the fact that photovoltaics only work when the sun's shining which means big storage will be needed which means batteries static while the sun shines.

There are going to be big changes:

Lots of drivers unemployed [umpty million of them]
Car insurance companies going bust in droves [short them]
Car numbers dropping by about 80% because people won't own cars
80% of car companies going bust [short them]
Traffic jams will vanish if variable tolls are also applied
Lanes on huge roads will be converted to other uses such as battery swap stations, office buildings, housing
Closing of car repair and crash repair businesses
Manual driving will be banned when about 50% of cars are autonomous
Manually driven cars will plunge in value when driving is banned on more and more roads
Motorways will be autonomous-only early on to maximize flow rates

When it happens, it's going to go with a very big rush. Being in a legacy business will be like being in horseshoes when the Model T production line started.

The economic voltage driving the switch to autonomous Uberized electric cars is huge.

Mqurice

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