He could be right, but it's hard not to view this in the context of Toyota squandering it's first mover advantage in hybrid cars and dumping a huge amount of R&

He could be right, but it's hard not to view this in the context of Toyota squandering it's first mover advantage in hybrid cars and dumping a huge amount of R&D cash into hydrogen for fairly minimal returns (so far). They still haven't sold 20k Mirais and I'm not sure who they are expecting to pay to build out hydrogen fueling infrastructure. A neighbor here in LA has one, and it seems like a perfectly cromulent car, but perhaps arrived 10 years too late and is now a solution in search of a problem.