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The Tesla "fanboys" are at it today. After a record quarter, you can understand it. However, we have to be careful of being too overzealous.
In this video I discuss how we are facing a long-term transformation. There are an estimated 2 billion vehicles on the road globally. We are going to see all of these transformed over time but it is going to take decades. The ramp up in the EV market simply is not there at this point.
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