Grateful to be down in Panajachel, GT to celebrate my mom’s 70th birthday

I have long yearned for this so I made it exist — a market for whether Odd Lots will have “the perfect guest” on in the coming week. (On Manifold) Tracy Alloway Joe Weisenthal manifold.markets/DaveGuarino/wi…

🤖 'ChatGPT of Robotics is coming'

New with me on Bloomberg 'Odd Lots' riffing with the funny + brilliant must-listen duo Tracy Alloway + Joe Weisenthal

Spotify: open.spotify.com/show/1te7oSFyR…
Apple: podcasts.apple.com/us/podcast/odd…

NEW ODD LOTS

Joe Weisenthal & I speak to Lux Capital’s Josh Wolfe about when we’re gonna see a ChatGPT moment of robotics, and what excites him in AI and tech right now.

bloomberg.com/news/articles/…

Joe Weisenthal While they aren’t at the standard of a leader like BYD, its EV lineup is ahead of most incumbent foreign MNCs including Toyota and Honda.

They have set a target to phase out ICE production by the end of next year and focus only on NEVs.

Joe Weisenthal Changan was the smallest of the “Big 4” SOE automakers, representing Chongqing. SAIC (Shanghai), Dongfeng (Wuhan) and FAW (Jilin)

But they’ve been the second-most aggressive expanding overseas after SAIC:

La Casa Del Waffle

Joe Weisenthal Have you heard of Ford? en.wikipedia.org/wiki/Changan_F…

Had never heard of this particular Chinese automaker selling a $16K SUV in Guatemala City

spent all day mixing new light sweet crude tracks, would any of you be interested in buying a 7' down the line

actually got odd lots pilled and registered for this with a few friends (none of us work in packaging) packplussouth.in

For life out here Joe Weisenthal Tracy Alloway

For those not following climate stuff closely, this figure says more than a thousand words. It is electricity supply in CA last Tuesday. Notice how batteries are at 6GW for several hours in the evening. This is about twice as much as last year. Things are changing fast.

Joe Weisenthal Tracy Alloway Chris Hatch / NNN Income Yesterday we had our transformer delivered for a 235-unit project in Downtown LA and it was an absolutely huge milestone.

The diagram for my building that Joe Weisenthal & Tracy Alloway and I talked through

If you haven’t give this a listen yet, check it out. There is a major problem going on in the electrical components for new buildings world. In the last few weeks I have heard from hundreds of people about their individual problem of not being able to timely source a component

If you ever want to see a developer tear up show them switch gear arriving on time.

This is known as the Fisher Price Theory.

There was a time when Germany seemed poised to dominate solar manufacturing. Yet it was Chinese solar firms who imported German equipment to make solar cells and modules to then export back to Germany's booming market. What happened?

My latest piece: high-capacity.com/p/chinese-sola…

We sat down for an interview with Claudia Sheinbaum in Acapulco. Her views on Pemex, debt, and the future of Mexico's energy transition. Go team, Carolina Millán R and Scott Squires. bloomberg.com/news/articles/…