I agree @GGG77 after all Cash hound is known for his conservative estimates. In fact you can bank one thing on these LTR threads and that is Cash 's irrepressible enthusiasm. The point that Cash often makes about not being able to judge where this may go based on past events is spot on. The uptake of EV's and battery storage is like when cars replaced horses. Tony Seba often starts his presentations with a picture of Times Square in 1903. it is full of horses and carriages and just one car. A photo taken from the same spot in 1913 its the opposite - all cars and one horse. Total disruption in ten years and we are already a few years into the EV evolution./ revolution. EV's are coming to a garage near you - and it's probably yours and much sooner than most think. For those interested in some fantastic opinions / insights on where this disruptive industry is go search Tony Seba on YouTube. Plenty of great videos by him, some several years old so when watched now you think" Holy shit this guy was spot on" Our Cash hound may just be spot on too.
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