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> I like watching the Cambrian Explosion of electric vehicles unfolding in China now, though it seems like a lot of them will not last.

Most of the companies probably won't, but the changes to the market place will. Everyone is used to quiet comfortable electric small vehicles now.

Watching hundreds of mothers swarm a school to pick their kids up on electric motor scooters really drilled that home for me. Especially contrasting that to the utter nightmare in America of a similar number of swarming SUVs! American schools end up wasting space for "pick-up zones", in contrast it isn't even a concept in China, an electric motor scooter is what, 4x-5x as space efficient?



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