I look at electric scooters vs gas scooters in Asia as a template. At some point in the past 5-7 years, they just took off, and seem to have crushed gas scooter

I look at electric scooters vs gas scooters in Asia as a template. At some point in the past 5-7 years, they just took off, and seem to have crushed gas scooters in a matter of years (at least where I’ve traveled). There was some inflection point of cost and performance that was hit, and then wham. I think that point may be a bit further off for electric cars, but 2040? I don’t think that’s a very safe bet.