Quote:
Originally Posted by tracer bullet
but w/ Tesla and others becoming mainstream actual data is coming around as well.
|
Exactly - roughly 95%+ of the batteries will be "mineable" and there's already a competition race happening to see who can get there first with
Redwood Materials (started by a former Tesla exec JB Straubel)
in the lead.
ICE is going to trigger a massive economic boom.
It's ironic to hear presumable capitalists say "but there's no BEV infrastructure" or "but there's no battery recycling" as if that's a bad thing - definitely a Sharktank audition fail: "so what's your product?" "nuthin cuz all the good ideas are taken!"
Reminds me of Amazon in the 2000s: nobody understood how they'd make home delivery affordable but it turned out it was a simple model:
The key was the top part: Amazon realized if they passed on their growth cost leverage savings to customers that would generate more traffic which would encourage more sellers and on & on lighting up a growth flywheel (while also destroying competitors without even trying)
BEVs light up the exact same flywheel with one key difference:
battery & manufacturing technology has barely begun to deliver cost leverage ...
Basically BEVs are Amazon circa 1999. Except x1,000.