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Comment by Root_Denied

17 hours ago

Toyota didn't just spend (past tense) too much time with hydrogen, they're still going with it trying to take a "multi-path strategy" that includes hydrogen engine development.

I'm not sure where they think the market for this exists in sustainable numbers.

I have an insider friend that says they just don’t believe in battery electric and so have never built the supply chain for it. It leaves them searching for the next thing despite what is occurring in the market, they think they’ll prevail as they’re not focused on a (perceived) faulty approach. I’m not privy to all the details they have to reach that investment thesis but it explains a lot we see from the outside.

It's really insane. I live in Japan where you'd think Toyota may have some pull to make their dream come true. My city actually has one (1) hydrogen station, it's only open a day or two a week - it's basically only open by appointment, you have to call ahead if you want to be sure to be able to fill up.

Oh no, how dare a company try and invest R&D into a diversified portfolio of propulsion technologies. I'm sure HN has all the right ideas, just like they had the right idea when Starship was almost sure to beat SLS to orbit and full IOC a decade before Artemis II. I'm sure Morizo is crying after winning his latest gentleman drivers' race and wiping all his tears away with his paper yen.

It is genuinely insane how divorced SV is from actual people and reality.

  • I'm old enough to remember when people said 'Falcon Heavy is fake', 'SLS' is real. After that they shifted to 'Starship is fake' SLS is real.

    And that SLS launched first isn't surprising it started to get 2 billion $ a year funding long before SpaceX had any money to invest in such projects.

    And what matters for a rocket isn't 'first to orbit' that's only how idiots compare rockets. What matters is first 10 or even 100 flights.

    And as for R&D, fine do R&D, but you still have to produce what actually sells. The simple fact is, hydrogen cars, either fuel cell or ICE are rounding errors. They have been rounding errors for decades and have made essentially no progress despite 50+ years of continuous government funding and R&D.

    They are not just doing R&D, they have literally spend marketing money demonizing EVs. They have encouraged and leaned in to all government lead efforts to delay the EV industry. They have lobbied for regressive legislation. To act as if 'all they do is some nice R&D' is pathetic.

    Toyota has not done like Tesla and invested in infrastructure, like hydrogen fuel stations. Because they know this is delusional and will never happen. Their hope has always been that government is going to build all the infrastructure for them, and pay for their R&D. They have been grifting government R&D money for literal decades. Even while with just a fraction of that money the EV industry was established. They have been lobbying Japans government for decades and have used that to prevent more beneficial R&D and infrastructure investment.

    And Toyota is barley even selling these 'diversified portfolios'. Go and actually try to buy a hydrogen ICE or hydrogen fuel cell cars. In literally 99.9% of the world you can't buy them.

    Hydrogen is a pipe-dream propped up by government budgets and anybody that believed in its wide deployment in 2000 was a moron, anybody that still believes in it in 2027 is straight up delusional. So if anybody is divorced from reality its you.