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> death spiral that they haven’t even noticed yet

Not noticed, because they're printing money with their hybrids that all have year-long waitlists in the US. Gas stations are alive and well, and until the housing crisis is fixed (not happening in our lifetime), people will be reliant on gas vehicles because you can't charge at most apartment complexes.



I actually think we’ve passed peak urban density and people will de-densify to have better access to electrification


I am certain some fine folks like us said the same thing 30 years ago :)




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