Perhaps the BEST B1G Forum anywhere, here at College Football Fan Site, CFB51!!!

40% is a target

as you know, the market will decide

I think by 2026 we will be close to 40% EVs. Time will tell. If the performance is what we have read, the masses will be persuaded. I like performance. I also like to drive from NE Iowa to Colorado, Arizona, and Florida, occasionally, so improvement in EV infrastructure, and battery life is needed. But for 90% of my driving, I don't need infrastructure improvement.

That's also a global number.  I scanned quickly but didn't see anything mentioned for domestic sales.  FoMoCo sells quite a few cars abroad.

I love hearing about material/technology advances made in a lab, but I always take that with a grain of salt.

Proving you can do something in a lab and proving that you can actually produce it at scale and economically are two WIDELY different things.

Is this a Covid joke? 

Like Beta says, I've seen myriad reports of some new incredible breakthrough "in the lab" that simply didn't translate to commercial feasability.  I probably have been directly involved in a couple.  Folks get some positive results and tend to hype the positive and downplay the "issues", which turn out later to be significant.

My managers would do this all the time, to the point I eventually found a different job.  The managers would move on, get promoted, whatever, and I'd be left witht he turds.

Is this a Covid joke? 

No. Not at all. Wasn't political, and wasn't a joke.

I've spent the last decade being told about all the things that are going to replace NAND flash. Phase change memory. Racetrack memory. Memristors. Spin-torque memory. Probably a few others that I'm missing because they didn't pan out.

They all have wonderful success--in the lab. And given a decade more research and a number of billion dollars, one of them MIGHT someday prove to be a NAND-killer. We have no clue which one, of course...

So I'm excited when I hear about some potentially new and revolutionary battery technology, because I'm a tech geek. But then I file away in my memory. What I don't do is start predicting that revolutionary battery technologies are "just around the corner" based on what someone does in a perfectly controlled lab environment, at a small, scale, without regard to the logistics necessary to produce at scale.

If I was a VC, I might follow these things a little more closely though lol...

I was approached a while back by a person who advised a VC (unnamed) about a technology, and I looked at it and saw several points of, well, garbage.  I wrote up a one pager with the pros and cons and emailed it, got paid a little bit, never heard back.

The "spin" was well done, very professional, it just overlooked two huge obvious issues, or ignored them to get money.  I thought maybe I'd get more "business" but never did.  It would be a nice sideline.

I wonder if you had advised differently if you would have gotten more business. 

Sometimes [usually] telling someone what they want to hear is a lot more profitable than telling them the truth.