Main blocker for EV for rideshare today is TCO of EVs for drivers. Hybrids show that its definitely possible to move in this direction. Drivers need to make mo

Main blocker for EV for rideshare today is TCO of EVs for drivers. Hybrids show that its definitely possible to move in this direction. Drivers need to make money by driving, and for an EV they face several hurdles: - Cost of the cars themselves - Range - Availability of charging stations - Time it takes to charge My understanding is that the TCO of EVs will cross with ICE in ~2025. All of the above will get better over time. I think it's great that Lyft is signalling this but its mostly out of their direct control. In one world, this happens by default because the market has switched. In one it won't happen because the infrastructure still isn't there. I personally think most cars sold in 2030 will be EVs because they are a classic disruptive change product. They gain share due to some attributes that are better then one day the whole market flips because it's clear they're on balance better. For urban usage, I think we aren't too far from that.