In a perfect world they may be right, but externalities, government subsidies of incumbent tech (directly or indirectly), and network effects completely destroy

In a perfect world they may be right, but externalities, government subsidies of incumbent tech (directly or indirectly), and network effects completely destroy and hope of a real free market. And if global warming is really as bad as they say it is then those externalities are basically uncalculable, skewing the equation far far more.