I sort of agree, but I don't think maxwell has much to do the future of EV's. The silicon and motors have been about as good as they can possibly get for years

I sort of agree, but I don't think maxwell has much to do the future of EV's. The silicon and motors have been about as good as they can possibly get for years now. They are only single digit percentages away from being theoretically perfect. If the move to EV's were dependent on them improving, ICE's have a sound future. The future of EV's depend on one thing: the price of batteries dropping. Once they drop another 50% it's all over. Maybe it's already all over in China. Batteries are anything but simple. They are effectively nano engineered chemical factories done at massive scale, a scale so big they use 1km sq factories (about 0.4 sq miles) to produce them. Unlike maxwell and silicon, batteries haven't seen decades of cumulative R&D. Right now the press reads like they are at the wild west stage, with new chemistries and production techniques popping up every month. So yeah, we are at a point in time, but that point in time is being driven by developments in applied chemistry, which is driven by chemists and chemical engineers, not electronics.