Electric vehicles
also referred to as: evs
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 14, 2025 by RJ Scaringe · across every show →
Everything said about Electric vehicles, oldest first
Oct 14, 2025 negative
Scaringe: Legacy EV launches fail due to uncompelling products, not customer hesitation
“There's been a number of EV launches from Existing manufacturers that haven't gone that well, and I think we get the causality backwards. We say, oh, it's because customers aren't ready to buy EVs. And I say, well, no, it's because the EV is not that compellin…”
Oct 28, 2025 bullish
Handmer: All ground transport will be electric within several decades
“And it would not surprise me if when we're like crusty old men sitting here, like, you know, At, let's say in our late eighties, that pretty much all the cars and all the trucks were electric, all the ground-based transport was electric.”