Comment by badpun

3 years ago

> Many of them won't make the ev transition.

It's still not clear when (and if) the ev transition will happen. There are many unknowns.

I feel like it’s an architectural change, similar to how smartphone transition wasn’t just about touchscreens. Many flip phones in Japan gained touchscreen after iPhone like wings on a dragon, and died anyway.

If you mean battery EVs, it very likely won't happen. I would even go as far as saying it cannot happen. They are highly resource dependent and too expensive to make. Hydrogen EVs make significantly more sense once you realize renewable energy is going to be nearly free and "efficiency" is most a distraction.