It's not just about the transition from car to horses. Another example: the transition from wood to coal. The main point being: a technology doesn't have to be dominate to signal the death of another. In fact, it only takes a small % share to signal this.https://twitter.com/emahlee/status/1163351933089828865 …
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What specifically is the underlying analysis you're referring to? I'm curious to hear your take on China, sea power, and Russia. With their investments in solar, it makes sense to me that China is leading whereas US has been severely lagging. Would love to hear thoughts tho!
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