My largest bet of the year has been that all vehicles will eventually be electric. I have invested across scooters, buses, and trucks, and possibly air taxis. I think pollution, rather than climate problems, could expedite the transition. I hope a lower cost per km of commute will make good for the initial arbitrage in capex, though I did not explain that phrase or the calculation behind it.
I also believe energy at source has to transition to green; this connects my vehicle thesis to storing energy is the real challenge. The post credits research to @FinFloww and @GruhasVc, includes https://t.co/uB578tBN6d, and ends by asking for thoughts.
On 2024-11-06, I described investing first in electric scooters, then EV buses, trucks, hydrogen, and solar rooftops. Adoption is changing, but its pace is slow; I asked whether smart money or hedge funds are betting against the green economy and what we are missing. I also asked to be connected with people in India doing interesting work in nuclear power. The post labels @FinFloww as research and does not answer these questions or give quantitative results. This connects my vehicle investments to wider energy questions discussed in storing energy is the real challenge.
A reply to @nikhilkamathcio on 2024-11-06 contained only https://t.co/jxSM6lJsDT; the green-economy views and questions above are in the accompanying standalone post, not stated in the reply.
On 2024-04-18, I shared research credited to @Investywise, saying that increasing EV sales highlight a shift towards more sustainable economic growth and technological innovation. I noted that sales figures might seem modest given current EV prices and the number of options available, but called them impressive. The post gives no figures or time period. This connects my view of EV adoption to questions about how fast do fossil fuels fade and the wider energy transition discussed in storing energy is the real challenge.