i think the ev industry is in an early stage, e.g. high priced models bought by early adoptors which was led/ created by Telsa. What is beginning now is the move to a more mainstream/ mature market with cheaper models that are affordable and provide more choice in terms of vehicle types which is led by the chinese manufacturers and - to a point - the bigger european manufacturers. in my opinion they have all gone all in in terms of manufacturing capabilities which makes the transition almost a given. ice and hybrid will continue for a while in that period and at some point will start to phase out as deman gets below a critical mass.
Great to observe (and be invested) in one of the greatest changes in an industry!
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