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I don't think we're there yet at all. This is a very "silicon valley mindset". The truck segment only just got the Ford Lightning and are at the start of the
by lamontcg 4y ago
I don't think we're there yet at all. This is a very "silicon valley mindset".
The truck segment only just got the Ford Lightning and are at the start of the adoption curve. The inflection point probably won't be for another 10 years.
And you're likely to be able to sell an ICE vehicle to someone who wants to maintain it because they have all the necessary mechanical tools for a long time. There's a lot of people out there who might not be actual mechanics but know how to debug an ICE vehicle, and even know a machine shop where they can buy a rebuilt engine.
Even after vehicle manufacturers actually stop building and selling ICE vehicles there's going to be an after-market for them. There's probably some cliff that happens where gas stations start to disappear, but you have to age-out the existing ICE fleet pretty significantly, beyond the ability of people to keep their vehicles running.