343 here we are again


Hi guys. I'm back. I mean, I was here the whole time, but now I'm not talking about my dad. That was a lot of processing. It's interesting what a few years of perspective provides. Thanks for reading (if you did)!

Onward. 


How about some EV news? That CCIV spac actually did buy into Lucid Motors, valuing the company, which hasn't made a single product, at $25B. 

Basically, any public company in the EV space is getting heavy investment right now. 

For example, investors are going nuts for this Oregon three wheel bike maker. 


Personally, I think this is where the action will be for personal transport soon. 

Trucks will probably still be big and heavy, but I can see a world where lighter weight vehicles take over for cars. 

Maybe we'll have separate lanes on freeways, like the NJ turnpike has for decades. Maybe we'll even have separate surface streets, with most closed to heavy vehicles most of the time.

Here's a version coming out of Mexico. This looks even closer to what I imagine we'll be driving in ten years.

The biggest statistic I've heard in the past few weeks isn't the number of Coronavirus dead (that's apparently 4 or 5 times what it could have been with better leadership), it's the rate at which solar and wind power have been growing in the US.

At the end of Jimmy Carter's presidency, in 1980, the US celebrated the milestone of producing .1% of our electricity with solar and wind.

It took thirty years, until 2010, for solar and wind to grow to 1%.

It took just ten, from 2010 to 2020, for us to get to 10%.

This is what's called exponential growth. And if you look at the curves comparing solar and wind to petroleum, you see that as one grows, the other is shrinking. People are looking at these curves, as the price of solar and batteries comes down, and the price of gas goes up, and recognizing that in ten years, finding a charging station might be much easier than finding a gas station.


On top of that, the old manufacturers and oil sellers will be sitting on top of tons of infrastructure that has become a buried cost, instead of a profit center. That's why people are going nuts for Tesla: they're expecting GM and Exxon to go under.

Apparently, it's 1980 in terms of our diets.

No, seriously, ebikes are a big deal right now.

Of course, the best part about all this micro-EV stuff is that it doesn't even really matter if it takes off in the US. It's taking off everywhere else, and that's most of the planet. We'll just find ourselves struggling to keep up.

Also, Bitcoin has doubled again. Geez Louise. 



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