Recent content by Johand

  1. Johand

    Volkswagen is the only manufacturer in SA that hasn't started pivoting to new energy vehicle manufacturing

    Funny how everybody screams "government subsidies" at BYD as if VW is a paragon of free market capitalism. VW gets loads and loads of different subsidies from a broad range of governments. I wouldn't be surprised if total value of various tax-payer money going to VW exceed BYD's subsidies...
  2. Johand

    Volkswagen is the only manufacturer in SA that hasn't started pivoting to new energy vehicle manufacturing

    Massive vertical integration and modern manufacturing techniques. The fact is BYD supplies their own batteries which is the biggest and most expensive component. Plus they aggressively adopted modern technology like giga casting, structural battery packs etc. Plus they have much more efficient...
  3. Johand

    Volkswagen is the only manufacturer in SA that hasn't started pivoting to new energy vehicle manufacturing

    I sometimes wonder how people think medium to long term will play out. This almost sounds like "Africa will get landlines before mobile phones because landline phones are cheaper.". Yes Africa doesn't have a well developed electrical grid. But probably they don't need national grids to make...
  4. Johand

    Tongwei Solar officially enters South African panel market

    Yes. They are the biggest manufacturer of solar cells in the world. It is like asking if one heard of CATL, or TSMC. Of course don't ask me to spell or pronounce Tongwei... Ai might have heard as in read about them and not heard the name pronounced.
  5. Johand

    Tongwei Solar officially enters South African panel market

    Have you read the article?
  6. Johand

    The seven experts chosen to review South Africa's next AI policy

    Ai - I am not sure this is the right direction. The problem is the mechanics of AI is different from the social aspect of AI. Take the nuclear bomb for example - yes you need physicist to understand how it t works. But they are hardly the best people to understand the political, social and other...
  7. Johand

    Toyota and Lexus recall 6,525 vehicles in South Africa, including Toyota's new EV

    Isn't that the car which wheels came off? Traditional Toyota quality right there...
  8. Johand

    Telkom provides a good growth opportunity for investors — Analyst

    So I used to despise Telkom but I must say that competition has made them a better company. Imagine they were still completely state owned with a monopoly - we would have paid through our noses for slow ADSL still AND they would have required tax payer bailouts. I think in the end Telkom is...
  9. Johand

    End of South Africa's fuel tax relief

    Ai the copium. I never said Iran was the good guys. I said the orange idiot is incompetent. And neither Isreal or US is motivated by how Iran treats their people internally so using that as cover is dishonest as well.
  10. Johand

    End of South Africa's fuel tax relief

    Crazy that people are managing to blame the ANC for the orange idiot's stuff up. I mean I guess the libs are responsible for the sky high fuel price in all the other countries.
  11. Johand

    SpaceX's Starlink Mobile could be a game-changer for mobile connectivity in South Africa

    I guess he was sneezing or something ...
  12. Johand

    SpaceX's Starlink Mobile could be a game-changer for mobile connectivity in South Africa

    Maybe it should also include traffic end-point analysis, latency analysis, geo-location and injected cookies -- do you know how many sites you connected to when you opened this page -- where do you think the data goes? I had a look and at least Google, Amazon and Cloudflare gets data from this...
  13. Johand

    SpaceX's Starlink Mobile could be a game-changer for mobile connectivity in South Africa

    You have not been reading the stuff he posts on twitterX have you? I mean the time he retweeted somebody comparing human races to dog breeds definitely took the cake. And it is absolutely nuts how racist get themselves into knots when they don't agree on the race of a character of a fictional...
  14. Johand

    SpaceX's Starlink Mobile could be a game-changer for mobile connectivity in South Africa

    I am upset. But with reason. Things rarely go well when far-right nationalism gets accepted because of convenience. I am a big fan of what SpaceX and Tesla is doing, but Elon runed my view of him with his eugenics ****. Anybody espousing racial superiority due to genetics is bad, bad news. The...
  15. Johand

    South African–born venture capitalist who became a respected name in Silicon Valley

    Long range planning ...
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