I think the first and second derivative, and causes thereof, are crucial. There are continuous improvements and price reductions to renewables and storage, bro

I think the first and second derivative, and causes thereof, are crucial. There are continuous improvements and price reductions to renewables and storage, brought about by scale and innovation. Those affect demand - the speed at which the flywheel ramps up. Natural gas doesn’t have anything like the same rate of change. It’s a relatively fixed technology with no ability to improve. One graph is a curve pointing upwards, the other is a straight line. The current state is not as important as the delta, and sooner or later the curve beats the straight line. At some point it becomes economically irrational to adopt anything but the cheapest, easiest to deploy technology. The only question is how long it takes to get there, and if it’s soon enough. Sama, 2016: "What's you number one piece of hiring advice?" "Hire for slope, not Y-intercept. This is actually my number one piece of life advice." https://twitter.com/sama/status/792823320441786368?lang=en https://twitter.com/sama/status/792823320441786368?lang=en