Disruptive changes to an existing industry seem to happen more and more often and while some businesses seem eager to jump onto new trends early on, others try to hold out for as long as possible.
It is helpful that JK emphasises the overall rate of rise of the logistics curve - - early rise tailing off.
My additional point is - How will it proceed from here for EVs? If we adopt the view that battery powered EVs will prove a short or medium term method (I need not recite the reasons - limited future supply of metals etc) then we could have:
(1) The market leader Tesla continues to prosper
(2) as other power methods become more practical, do not need electric charging and use fewer metals etc, a company like Toyota (hydrogen power) will prosper while traditional manufacturers (GM, Ford et al) fail.
The effect on the ‘curve’ may be that adoption rises as more people in Asia et al can afford to buy a car, but the content is spread among the first mover (Tesla with superior batteries) and new technology methods of power (Toyota).
It is helpful that JK emphasises the overall rate of rise of the logistics curve - - early rise tailing off.
My additional point is - How will it proceed from here for EVs? If we adopt the view that battery powered EVs will prove a short or medium term method (I need not recite the reasons - limited future supply of metals etc) then we could have:
(1) The market leader Tesla continues to prosper
(2) as other power methods become more practical, do not need electric charging and use fewer metals etc, a company like Toyota (hydrogen power) will prosper while traditional manufacturers (GM, Ford et al) fail.
The effect on the ‘curve’ may be that adoption rises as more people in Asia et al can afford to buy a car, but the content is spread among the first mover (Tesla with superior batteries) and new technology methods of power (Toyota).