Nice one @eyeinthesky !
I listened to whole video (less the advertising at the end) which I think is necessary. "False narrative" is an understatement! That's an exponential adoption curve with Tony Seba's name all over it.
If they (market analysts, financiers, OEM's, investment bankers, converters, institutional fund managers, CHINA etc.) can get this so wrong based on incorrect use of data then how about the supply/demand predictions? Could we be in for a tidal wave ride that will blind side the crap out of the entire sector? I'd lean towards 'yep'
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