Nathaniel Bullard’s latest Sparklines article for Bloomberg Green makes some interesting arguments around EV adoption. First, he shows that cars in general have been getting a lot more expensive. Looking at new vehicle market share in the US according to price (above), you can see… Read More
Each year, Bloomberg NEF (New Energy Finance) publishes a long-term forecast of how electric vehicles and shared mobility will/might impact our cities. Predicting the future is never easy. And forecasts are never right. But they’re valuable to do. By 2040, BNEF believes that 57% of… Read More
Benedict Evans just published a great post on his blog about “Tesla, software and disruption.” I recommend a full read. In it, he tries to answer whether Tesla is really “the new iPhone” and if it will be as disruptive to the car landscape as some/many people… Read More
Below is a presentation by Frank Chen – head of research, deal, and investing at the venture firm Andreessen Horowitz – which makes the case for self-driving electric car fleets. He starts the presentation by talking about why he thinks this shift is going to happen… Read More
