I think John has made several major errors.
#1, I see no evidence that he understands what an 'S' curve is and what that means in terms of BEV sales growth potential. The fact that current sales are 2% is irrelevant if we are in a S curve environment.
#2, The exact arguments he makes about...
I just want to add that those "foreign wars for oil" cost both blood and treasure.
My daughter is a teacher and she sees first hand kids who have lost parents in those wars and kids who have parents that have physically and mental injuries too, sometimes both. There are many horror stories...
And there's the contradiction, unions and fast moving technology firms that have an increasing use of robots to replace people have an in built conflict. The result of which will be slower innovation, higher product prices and lower profits (with lower stock price growth).
Not really relevant but my neighbors son is a PhD rocket engineer. He chose to work for NASA rather than SpaceX for job security. He was offered a job by both. I think he made a mistake.
Those SpaceX guys are amazing! Musk is a genius....
Taxis I have used have either been a Prius or small / mid size SUV. And I don't think Lucid are going for the taxi market.
If I was a taxi driver and I was going electric, it would be a hatchback and not a sedan.
There are zero luxury sedans in my neighborhood that I know of. All the new...
Living in TX, I don't see a big enough market (here or in the EU) for sedans. The wrong vehicle at the wrong time.
And yes, I feel the same about the M3 - but so far I'm wrong on that.
We don't know how the Brexit negotiations will turn out. The worst case is the UK may have a 10% tax on exports to the EU on WTO rules - that may well be negotiated lower.
Shipping is not an issue, the Eurotunnel has the capacity to export millions of cars all over the EU mainland. Even with...