(now with clip) Hot off the press, here's an update from Tony...

(now with clip)
Hot off the press, here's an update from Tony Seba - I suspect many of us 'got' his message from his earlier presentations, and that is why we are investing in the raw materials that will enable the kinds of disruptions we know are coming in EVs, power storage, grid solutions etc etc. As painful as it has been over the last 18 months.

While much of his material is the same, he references his predictions (where he was called crazy each time), and shows how things are turning out - often faster than he even estimated. All I can say is if you don't get his message, you won't know what will hit you (and everything else) when the world we live in is changed in profound ways through the massive disruptions on their way. A key takeaway for me is than even in a very uncertain world (threats to the hugely indebted global financial systems; the nature of money and alternatives to fiat currencies; nationalism v globalisation (esp China/USA), etc) the major disruptions still happen! Position yourself, ready or not.