EVs Are Just Going to Win
A hundred years from now, we’ll all look back and think “duh.” Obviously scale was key. Tesla is catalyzing and capitalizing on what will be the largest economic and technology shift of our lifetimes. This is bigger than IT, tech, AI, the Internet, blockchains, or any other buzzword. Everything runs on electricity, and Tesla is going to radically a... See more
Kyle Samani • Tesla Is Not A Car Company — Kyle Samani
Cars and the FutureA little over a year ago I explained in Cars and the Future that there were three changes happening in the personal transportation industry simultaneously:Drivetrains were changing from the internal combustion engine to electricCar operation was moving from human-based to computer-based (i.e. self-driving cars)Ownership was shift... See more
Ben Thompson • Intel, Mobileye, and Smiling Curves
Medium-duty vehicles, like garbage trucks and city buses, are generally lightweight enough that electricity is a viable option for them. They also have the advantage of running relatively short routes and parking in the same place every night, so it’s easy to set up charging stations for them. The city of Shenzhen, China—home to 12 million people—h
... See moreBill Gates • How to Avoid a Climate Disaster: The Solutions We Have and the Breakthroughs We Need
Although a lot of the attention is on electric cars, e-bikes are the real unsung heroes of electric transportation. They do much more heavy lifting than electric cars and take up far less space. Their use is already growing at more than 20% per year in many countries, including the US, China, India, and much of Europe.49 Even if you charged one wit
... See morePaul Behrens • The Best of Times, The Worst of Times: Futures from the Frontiers of Climate Science
Take transportation as an example.