Alex Roy

But even as a driving enthusiast, it is clear to me that long-term EVs make logical sense.

Well, from an environmental standpoint, they're really quiet.

From an efficiency standpoint, they're more efficient.

And it's a more pleasurable driving experience for daily commuting.

If you were to invent the car today and pick a propulsion technology, you would pick electric for every reason.

Right.

It's purely vestigial cultural memory of internal combustion that keeps them in the mix.

There is more than enough infrastructure for EVs to become ubiquitous.

But only because Elon Musk figured out 15 years ago that he should build a supercharger network and make the charging points ubiquitous.

If you didn't drive a Tesla, an EV was not convenient to drive for the last 10 years.

But if you had a Tesla, you could pretty much live seamlessly as if gas is never an issue.

Nissan, I believe.

Nissan with Leaf.

GM might be right behind them.

But no one can touch Tesla for quality of ecosystem, convenience, and the Apple-type experience of just having a car be part of your life without even thinking about it.

I mean, I think it's going to grow beyond where it is today.

It will grow at a pace much slower than it could have or should have, primarily because of the lack of vision outside of Tesla about building out charging infrastructure.

That set it back 10 years.

But the good news is you are going to see much better EVs come out of Tesla and come out of every American car maker that survives this because they know that they have to or they're going to be out of business in 10.

So, I mean, this is the fundamental nature of the American system versus the CCP, which is, you know, China is a monolithic top-down command economy with elements of capitalism baked into it.