Thank you! A very good (short) read. One of the upshots, scary and yet exhilarating:
I still keep my eye on Toyota, the behemoth and (pre-Tesla) the one who once set the standard in manufacturing innovation. Year after year (even going back to my Prius days) I watched them stutter and obfuscate against EVs, when they could have leveraged their high-power electronics and battery experience from the Prius to define and dominate this new market. Hydrogen Forever indeed
Will Toyota survive? Can Japan allow them to fail? Could it even afford to keep them afloat? This one company's fate has global economic implications (as do the other big ones, but Toyota is massive).
By contrast, per the article, Tesla remains exceedingly well positioned in terms of eating the lunches of former bullies.