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In a world with 10,000 crypto currencies, bitcoin simply..refuses..to die. Maybe its unique combination of technical and 'belief' networks endows it with some durable value. How much? We slice it three ways and a $1T is not off the mark.pic.twitter.com/i99grrbWZn
Investing based on consensus estimates is a great way to generate consensus returns. That's why we do our own forecasts. The EIA's forecast for EVs have been underwater every year for 5 years. Based on our battery cost model, we see 7m+ EVs by 2024—7x consensus.pic.twitter.com/7FVB87ehrN
Do you forsee that much battery capacity & supply available? Assuming similar curves in CN and EU what does that do for global nickel/lithium demand vs supply?
Cathy said 37 million in 2024. What am I missing? This show 7 million. Is 7 in US only and 37 Global?
I think you have it right, 7m in US. Much higher Globally especially since China was 3x the US in 2018.
Hello, the unroll you asked for: Thread by @jwangARK: ARK's Big Ideas 2020 deck is here—a year of research packed into 80 slides covering AI, robotics… https://threadreaderapp.com/thread/1217919894567649281.html …. Share this if you think it's interesting. 
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