I’d dispute the year+ battery one. Unless you mean a tiny battery for something small.
Founders
12 seems like it’s in two disjointed parts unless you’re thinking of it as an arc Trajectory is toward zero marginal utility of enterprise SaaS Is consolidation just a step toward that?
Founders
I'm hopeful for 4 and 8, but as I learn more about challenges (incentivization, costs, geography), I'm not so sure. As for 9, why do you think most major car brands will be replaced? And by what?
Founders
Giant auto companies aren't going anywhere although some of the dozy ones will flunk the transition. People still want cars, they still have economies of scale, EVs aren't really a disruptive technology in the Clayton Christensen sense
Founders
Can you explain 7 a bit more? Regulations with respect to what
Founders