Future of Electric Cars is Locked

Look, right this minute, it is reasonable that over half of all driven miles are best served by todays available EV models.  We are over the design hump and oncoming production will displace ICE tech inside even the next two years.  This means a collapse of ICE sales already beginning. 

Plenty of support issues still, but they are all issues with known solutions and oncoming builds.  Throw in uber tech and automatic driving and availability will soon never be a problem.

It is amazing really. the scale of the transition was understood and ADDRESSED.

Sooner or later, i will pick up a second hand EV just for occasional use and it will spend years in my garage without much wear and tear while maintaining a hot charge.

Future of Electric Cars is Locked

July 8, 2022 by Brian Wang

We know what will happen in the next two years with electric cars because we know what electric car factories and battery factories have already been built.

Electric Car Factories take time to build and scale production. Battery factories and battery supplies take time to establish.

This is the same as in 1943 in WW2. Germany was still to be defeated and battles were still to be fought. But Russia had tank factories in Siberia out of reach of the German military and the US had tank and airplanes factories across the ocean. German factories were being bombed but Allied production could grow unharmed.

Electric cars are now over 12% of the world market and growing at 50-80% every year. There should be close to 10 million EVs this year not including hybrid cars. There are 70 million cars per year in total. In 2025, EVs will be around half of all new cars. ICE companies will go into even sharper decline in 2024.

Tesla has over 50% of the over $40k price electric car market in US, China and soon Europe. This dominant market share in the EV car market has been sustained over a few years.

We know ICE (combustion engine) car and companies have already lost. They are getting weaker and cannot outbuild on factories or outcompete on technology.

Tesla is sold out in cars to 2023. There is no market risk.

EVs and Tesla have already won. The market competition will occur but the battle to build factories, batteries and technology and pre-sales are over.

Previous Talks with Brian on Tesla and SpaceX videos by Brian Wang.

Proof that Tesla is currently the leader in Safety and the Next Level Safety of Autopilot and FSD

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ICE Carmakers Going Bankrupt 2024-2028

Tesla Real Risks, FUD, Recession and Recovery