This slide in Tony Seba 's presentation has been stuck in my mind the last few days. The car wasn't just a faster horse. It created an entirely new system. The car market was drastically bigger than horse market. Even if horses kept their sales right where they were, it was a…

Adam Dorr Tony Seba jamie arbib RethinkX Rethinkx is amazing

We are lucky to have you sharing your research and ideas

Cost curves are like gravity.
Gravity is fact. It’s settled science.
Opinions don’t matter.
- Tony Seba

Just a reminder to everyone who is now thinking seriously about the implications of electric robotaxis and TaaS for the first time, Tony Seba and jamie arbib laid all of this out almost 10 years ago in RethinkX's Rethinking Transportation report: rethinkx.com/transportation…

This is true.

Some people can see far ahead. Other's can see around corners. Tony Seba and jamie arbib can see things that don't exist (yet).

In #RethinkingTransportation (2017), RethinkX predicted that we'd see million-mile #EV #powertrains by 2030. CATL is making it happen ahead of our predictions.

thedriven.io/2024/04/03/cat…
>>> The Driven Daniel Bleakley

Tony Seba was so right about solar energy.

“Isn’t it clear that Tony Seba and Elon Musk-types are correct about fighting #ClimateChange through #GreenTech rather than austerity?”

medium.com/@paul.k.pallag…

Die gleiche Kostenkurve aus dem Jahr 2014, die Elektrofahrzeuge mit 200 Meilen Reichweite für 11.000 US-Dollar bis 2025 voraussagte, prognostizierte auch Elektrofahrzeuge für 5.000 US-Dollar bis 2030. #Tesla

Wahrscheinlich wird es noch schneller gehen.

The same 2014 cost curve that predicted USD $11,000/200-mile EVs by 2025 also predicted USD $5,000 EVs by 2030.

It’ll probably happen faster.

“Battery prices following Seba’s prediction from 10 years ago.” — The Driven

thedriven.io/2024/01/25/wor…

2014년에 저는 2025년까지 200마일 주행거리의 #전기차가 미화 11,000달러에 출시될 것이며, 이는 저가형 #ICE 차량보다 더 저렴할 것이라고 예측했습니다.

BYD와 다른 중국 OEM 업체들은 이보다 1년 앞서 있습니다. 🇨🇳 🚘 🔋

In 2014, I predicted the market would offer 200-mile #EVs for USD $11,000 by 2025, which would be cheaper than even low-end #ICE vehicles.

BYD and other Chinese OEMs are a year ahead of that curve. 🇨🇳 🚘 🔋

#CleanDisruption #RethinkingTransportation

⚡️ Tony Seba Predicted Future ⚡️

#Tesla #Cybertruck #AI #Elon Musk #News #Elon #Stocks #Investing $TSLA #robotaxi

I believe Tony Seba and RethinkX description of “super power” in its research will be #Nobel prize winning analysis.

“Years earlier than expected” … Earlier than *who* expected? Certainly not Tony Seba or RethinkX, this is what we’ve been saying all along.
wsj.com/world/china/ch…

You asked; we made a video.
This is how how dairy will be disrupted by a cheaper, cleaner, safer form of milk, without the cow but identical to cow's milk. From the latest @cleanenergypod. Tony Seba #PrecisionFermentation #dairy #disruption #ReThinkX RethinkX

Während man in Deutschland die Disruption in den Bereichen Solar, Wind, Batterien sowie Elektromobilität und Präzisionsfermentation noch nicht verstanden hat, steht die nächste Phase-Change-Disruption in den Startblöcken: Humanoide Roboter kommen. Nicht nur von Tesla, aber auch…

That’s exactly right. 👌🏼