Comments by "serafina costa" (@serafinacosta7118) on "Patrick Boyle" channel.

We Work = Glorified Glamed Office Space Sublet. It has existed way before. Regus did this , and a lot of commercial landlords used this expediency to move iddle office space. These Saudis were gullible for punishment. If any of them ever worked for a living , one would dismiss this crackpot idea.
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They would be selling every piece of dirt in the Brazilian Amazon Florest. A worthless piece of paper since land deals in Brazil have to be checked through a certain Brazilian Governamental,Agency. It’s like selling the Brooklyn Bridge to Greenhorns.
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Yup. Meanwhile the charging infra structure is virtually non existing , with limited growth prospects. . Tesla created its demand by building the charging infrastructure on their own, bankrolled by shareholder investment. The Americans have Tesla charging stations virtually every retail power center in the burbs and smaller towns on the coasts and upper Midwest , covering their consumer demographics. For a vehicle that takes at least half hour of recharge time. The bulk of consumers willing to shell out money for an EV is within large metro regions , and there in lies the problem….. lack of available real estate to install EV charging stations. And never mind theft on charging stations in public locales , namely curbside. And the costly undertaking of installing solar in your car port. And the fact no one in right mind will subside electricity consumption to recharge these vehicles. Toyota is the only one who figured Brazil and is selling hybrids from their model lineup. The Chinese car makers will end up like Chery. Shutting down their shiny new plants. Or deep discounting a and depending on local partners as Chery did.
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This stands as an obvious initiative, and it is a repeat and rinse Brazilian Officials did during the 50’s. Setup shop here provide jobs and taxes , or go sell your cars somewhere else. That is how we developed a domestic auto parts manufacturing sector , large enough they ended up bought by Americans. Biggest obstacle to EV adoption in Brazil isn’t tax levies on imports . It is the lack of any charging network where it needs to be . This obstacle is compounded by a number of factors, namely 1. Charge time , at best , takes up at least half hour on a full recharge . There are barely any charging stations on large metro areas , let alone a network , in a magnitude as Tesla’s. 2. If ever was the possibility to deploy a charge network , large cities lack adequate real estate to house charge stations. 2.1. Apartment buildings ? Unless brand new and devised by the developer , though luck getting the condo association to ratify it. 2,2. Curbside ? Suuuure. Wait for the looting. 2.3. Your carport ? Wait until you see the install costs estimate or the lease terms. 2,4. Strip malls or power centers ? They are non existing in Brazil. No stroads, and parking in Brazilian medium to large cities are at premium. 2.5 Fuel Stations. They can barely hang at 5% margins on refuels , and they are giving away prime real estate so some hombre can recharge for free ? Pay up my asking rent or go someplace else Mr Charge Network Operator. 3. Charging on Tesla is a highly subsidized endeavor. I do not see Brazilian Utilities , who own the monopoly on power delivery and transport , giving their electric power for free. Demand increases, so will do their rates. Good luck having Aneel to stop them. Toyota go it right. Hybrids. The Chinese… they are still trying to figure out how things work here in the plantation. My money, they will get burned, or will take them patience and money to get around these roadblocks. We will see…
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China can attempt to dump EVs , the only problem is …. Outside with countries with a mature EV Charging Infrastructure , no other country has the capacity to create demand for such vehicles. They can ship till the receiving ports , but that won’t materialize into dealership orders. Outside the US , where sprawling dealership lots on suburban stroads accommodate inventory , no other country does have this operating model. It is show room, service department and not a whole lot of cars on hand to be sold. In Brazil , for instance , charging EV infrastructure is virtually non existent , EVs ownership are an Uber rich privilege , and there aren’t enough Chinese branded dealerships around. The only existing brands , well, Chery had to be bailed out by a Brazilian industrialist and retailer ( Caoa Group ) as their only factory was operating at 10% for ICE rollouts. JAC Motors, Lifan, Great Wall Motors , BYD , seldom any of their models are spoted around. Chery, they brand has consumed massive amounts of advertising to gain any traction. When people around here think EV , that for hybrids , and that is Toyota. Nothing else .
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Cheap money, and plenty of it , on the wrong hands, made for stupid bankroll with idiots at the gate. Now the bulk of the so called cheap money is going to re shore manufacturing , only that for it to work … 1. It can’t be on hands of quick buck artists such as private equity and VCs. 2. It only will show at the hands of large corporations. Which will send to finance their Mexico plants. 3. Middle and small manufacturing based business will have to content to milk the Federal Government for grants as source of cheap capital. 4. All of your “tech” funding will be funneled towards manufacturing. Never mind social media , or ordering food through an app kind of nonsense 5.Office REIT will lose out big. Housing will get most of it. Since consumer loans will become more expensive, more renters then mortgage paying households will be commonplace.
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Midas can do wrong right ? And shareholders let him keep a seat at Tesla. He is supposed to run his companies to profitability. Not sink the ship on a self sabotaging rampage. I don’t see the C Party endorsed C-Suite at BYD do get away with these type of things. For way less m they canned Jack Ma. Someone must buy Elon out and tell him to get lots. The EV bandwagon is treading water as it is and this clown wants tomair “ his vision” ? What an attention grabbing moron he is. Visionary founder certainly he is not.
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One reply here…. “ But our Tesla 3 only weights “. There is always some Joneses wanting to justify and defend their buying decision. Now, under the same lenses , public transportation is a fine concept , but trains will ride empty , just as buses in cities ride nearly empty and transit authorities lose money, year in and out. What is missing here…. 1. Public transportation is not capilar, is not a door to door route. Not that all convenient , specially if you live in a sprawling burb. 2. The pathetic Tesla owner has the same consumeristic urge as an ICE vehicle buyer. They want their set of wheels. They want to load stuff they just bought on the trunk. They want to go from A to B at a drop of a hat. Not bound by scheduled train timetables. And certainly not wait for a ride. 3. Time is.precious , except for kids and retirees. They have all the time in the world. For the rest of our mortal urbanites and suburbanites , time is money. If you want to have people to maintain their existing lifestyle , then a compromise would be what the Japanese do. Maximize even more cars fuel efficiency. In Japan it means Kai Cars. Toyota tried this in the US and failed. It was the Scion line. They brought cars with zero appeal and bigger engines. If you are going to risk failure, at least bring in the real package. Some people might embrace it , after all. They tiptoed , hence the fiasco.
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Easier said tha; done. Modern office high rises have floor plates that don’t bode well for residential use. That a a zillion issues , many dealing with public tastes and building codes. You can do these conversions in some older office buildings , specially the pre war types. New ones , it’s a round peg in a square hole.
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The Chinese lent to Argentina ??? Now they are really deep creek.
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When money is cheap and aplenty , scores of people come out of the woods with “visions “. America has this snake oil salesmen culture that pervades every other endeavor when there is money to be made. Go back to Peter Lynch and Buffet investing disciplines. Invest on what you know. If an investment instrument is not borne out a company or product you do well know , don’t invest in it. And do your math and be attentive to pick on character flaws you pick from folks at the helm. And Krypto is not regulated , has no underwritten insurance , bears no intrinsic weighed value, and it can be explained by a lay man. It is a scam. Which makes the ones who bought into this pueril rich kid , idiots with lots of money. Krypto for bananas, that is an elevator sales pitch.
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@kennedy6618 they won’t make it here. No charging infrastructure in place, no adjustments to the grid , electricity rates will shore up , urban real estate is expensive . And no one will be waiting 20-30 min for a recharge. Most households , if you have a carport , there is not enough area to generate electricity. That and the fact a lot of the residential real estate is apartments . The ones who are buying into EVs are going Hybrid. That means Toyotas.
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@kennedy6618 dream on. EVs in Brazil, country wide , are a no go. No charging infrastructure available anywhere . And the utility companies increase rates with step up demand. They do this every time. So no subsidy to recharge costs. That in the fact Brazil is a country with continental dimensions. Imagine the uptake on putting EV charging infra structure in places there is not enough demand. The folks who are buying battery vehicles are not sinking money into EVs , but rather in hybrids. Which are self charging, this dispensing charging stations. . And will satisfy fuel savings expectations. Unless the Chinese put up their money for charging infrastructure and invest in electrical generation capacity ( on companies they do not own ) , they will lose their shirt just as they when the brought their ICE vehicles to Brazil. The only EV sales here are for fleets , where they have the facilities to handle charging and might buy bulk rates on electricity. And it is no surprise the cost of servicing EV batteries is a huge stick shocker. Brazilians are stingy on spending money on expensive repairs. And the wholesale fuel supply in the country is a Cartel. It is Royal Dutch Shell ( Raizen ) , Petrobras , and Ypiranga. No way they will let such a good racket to slip . I am Brazilian, live in Brazil . You are nothing short of a wishful thinkerer and have no clue .
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@ShaggyRodgers420 the same people who will fund wars for mining land grab. Or do you thing they were fighting for the freedom of Afghsmnid at a two trillion dollars clip ? And all of that end run on carbon credits with satelite monitoring in Latin America by Elon and his PayPal mafia is for the “ betterment of the world “ ?
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⁠ @sport2175 don’t assume electricity rates are going to be as affordable as they might .. Assuming critical mass adoption gets under way , utilities ( and by extension charge networks ) will increase rates to meet capex expansion demands. And not at generating. Transport capex cost eill eat up most of three earmarked spending. And less fossil fuel usage means a shrunk tax base. Whose shortfall will need to be made Itu elsewhere. They will get creative all right. Recycling fees on your electrical billing , taxes. And since you cannot simply do a fuel,station hop for a cheaper gallon , you will “ spread your cheeks “ soon or later. Give it time. It’s coming.
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Mr Boyle. You do not need stock footage. Actually one can turn on your video and simply listen to it. Yiur videos are as thorough and relevant as one can expect. Stock footage always comes accross as cheesy.
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@superdingo9741 and now the PayPal mafia and former junk Bonds pushers are in its . Watch Whitney Webb.
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@robertagren9360 there needs to be enough to meet the demand. Or else,
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There will be blackouts. Electricity isn’t a free ride.
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Precisely your point. I missed the “ big corporations seizing the cash flow “ part , but , yes cheap money at the hands of idiots no more.
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If NY wants buildings occupied , then cut red tape on repurposing and throw in tax incentives for conversions aimed at buyers. That what São Paulo , Brazil has done with its derelict historic downtown. What NY is doing is passing the buck with feeble non enforceable measures.
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Never mind insolvencies. If any of these borrowing countries decide to stiff China and going further into nationalizing their structures , what do the Chinese will do ? Send troops ? Plead their case to the IMF ? That’s Anti-Colonialism 101. Never lend to these countries. If western powers were reluctant to lend, there is a good reason to it. Chinese leaders were all too guilible for punishment.
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