Wow ... must be good for you to consider shifting the Power-Law distribution curve.
So to digress for a moment, I don't share the NIO enthusiasm but on the EV theme do you have a view on the commercial vehicle (USA Class 1 - 8) aspect (I'm favoring Lightning and ELMS as opposed to say Workhorse). Thinking that is a target rich environment, especially lower mid range. Especially thinking Europe is ripe for that. Will new entrants or the legacy makers (VW, Fiat, Peugot,...) dominate?
Talga Valuation, page-216
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