... but is it worth investment risk?

road to EV world

TaaS is Whitney Tilson's name for a trend he is promoting... TaaS means Transportation as a Service

Just finished a booklet came in mail selling investment subscription, brief intro to order www.TaaSTechTrend.com which converts to a long address from empire financial research

tl;dr booklet says improvements in battery technology will result in electric and autonomous vehicle markets moving on toward economic boom trends, and when combined with Uber/Lyft style management will result in eventual decline of privately owned vehicles. Petrol powered cars, trucks etc. will be niche markets, while most transportation will be provided by new companies moving into that market while existing petrol/diesel industry will either convert to electric or die.

If you think about the consequences of that, wow. HUGE.

I think Tilson is right, but hype-laden, and way early. Similar thing happened with Hydrogen powered vehicles, there were many stock promotions for them, but now seem to be a non-viable EV salient that batteries have obscured. (battery tech includes hybrids with super-capacitors) iow, being early in a trend gives investor more upside range, but more downside risk (trend default, like extinction for life-form).

Likewise, I've seen promotions for Li(thium) source stocks, which I've not gone into because Li is expensive compared to Sodium (Na) and Al(uminum), which are alternative elements for advanced batteries. Li is threatened by economic substitutes in development.

Electric Vehicle Charging Problem 20 min

this excellent overview focuses on EVs poor competition for long distance PVs (petrol vehicles). But we know EVs have some truly great competitive advantages for charge-at-(or near)home applications, iow short-range daily use trips. That's how the requisite industry build-out will move. No other way.
edit Mar.2: For long-distance charters under TaaS, the range problem would be solved by having passengers/luggage-pod transfer to different local vehicle, so no long-range vehicles would be necessary.

ad popped up at end of Wendover video Matt McCall is promoting super-capacitor tech; do that yourself. This is how stock promoters operate. They make a longish pitch to work up your curiosity and then act like they are the only way to learn about this. Never mind them, just do your own searches.

EV videos that appeared next to Wendover show

If Gas Cars Are Banned, Can The Grid Handle Electric Cars? 16 min

EV charging explained - Will EVs kill the grid? 12 min

Electric car chargers aren't chargers at all – EVSE Explained 27 min

Why the Future of Cars is Inevitably Electric 10.7 min

Texas Just Ended the Future of Electric Cars in America ? min

Story Of Electric Vehicle Batteries 27 min

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study notes

edit Mar.3 I imagine that as TaaS becomes a dominant feature of society, governments will increase pressure with taxes and fees to get rid of human-drivers. Autonomous vehicles are safer and easier to impose restrictions upon than humans. It will come that most vehicles will be owned by big corporations and the roads will be theirs to dominate. That means people who want to travel in other ways will find them. Horses and bicycles may make a comeback, and low altitude VTOL aircraft may become popular.

edit Mar.21 Designing long range Solar Electric Aircraft (history and education study) 15 min

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