Three articles worth reading:

Owning a good EV is a transformational experience. Is my Tesla as good in all respects as a traditional car? No. But it is so dramatically better in a few regards that I will never go back to an internal combustion engine vehicle. And I don’t think this is discernible in focus groups or other traditional market research vehicles.

I am reminded of 1988 when I joined Microsoft. I sat in meetings with senior leaders from DEC who regularly pooh-poohed the PC. And they were “right”, the PC was primitive and incomplete. And in 10 years DEC was gone as an independent entity, despite their amazing technical and business strengths, despite being “right” in their judgement about the PC.

When the tide comes in, you don’t want to be trying to fight it.