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electric cars

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 8, 2021 by Jeremy Grantham · across every show →

Everything said about electric cars, oldest first

Jul 8, 2021 bullish
Prediction Not checkable as stated
Grantham: Electric vehicles, wind, and solar will overwhelm fossil fuels
“And the green VC part of it, which is springing out of the woodwork, is going to have a very high top line growth rate. Of course, electric cars are going to pound to death The growth rate of gasoline cars. Of course, wind and solar is going to overwhelm gas e…”
Jeremy Grantham Jul 8, 2021 ▶ 27:06 Jeremy Grantham – GMO (Manager Meetings, EP.01)
Dec 22, 2025 bearish
Assertion Supported
Sacerdote: EV Adoption Reached 50-60% in China but Stalled at 10% in US
“The idea was that 50, 60% of cars were going to be electric. And that's happened in China. But when we hit about 10% in the US, it hit a wall.”
Alex Sacerdote Dec 22, 2025 ▶ 32:42 Top 5 of 2025: #4: Alex Sacerdote
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