I fell down the rabbit hole watched a few of his videos back around 2010 (his forecasts were accurate) and some of his recent stuff (tony seba the great transformation - on YT is worth watching the series goes for like 1hr).
Heres some slides, the only push back I really had was on battery capacity, If energy was only going to come from solar, wind, and batteries I think more capacity is needed.
But overall I think he's right there is a big transformation on its way.
Ann: Board Changes, page-68
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