The iPhone was a draw to an inside straight. I don't know how much carry there is from the iPhone adoption to E/V adoption. Your "3. Cheaper sticker price." do

The iPhone was a draw to an inside straight. I don't know how much carry there is from the iPhone adoption to E/V adoption. Your "3. Cheaper sticker price." dominates, I think. I think this because most people are mainly constrained in consumption behavior by how much financing they can qualify for. Even GM became effectively a finance company that owned a carmaking apparatus. But perhaps E/V will appeal to younger buyers - the sort of people who seem to prefer bicycles now - because it's not an IC engine. It then just depends on how broke they are. And perhaps pooling/leasing may figure in.