I don’t really understand articles like the below. (There are many.) Google generated very little cashflow in 2001. The relevant questions are presumably around what the equilibrium can, should, and will look like in 40 years.https://www.politico.com/agenda/story/2018/05/15/are-electric-cars-worse-for-the-environment-000660 …
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That's true, but, unfortunately, you can draw a whole lot of pageviews with present-state analyses. A lot of contemporary problems in journalism and "journalism" have their root cause in the race for clicks.
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That's no doubt part of it but can't (I think?) explain things like this paper: https://pubs.aeaweb.org/doi/pdfplus/10.1257/aer.20150897 …. That's not to say the efficiency of electric vehicles today is irrelevant. (I mean, we need to know what to optimize.) But the focus on the point-in-time comparison is odd.
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Quite true, and why one should spend empirically-grounded but imaginative effort to understand where things might be going while also trying hard to measure at each step because by the time you get the full picture it's too late with potentially a lot of negative lock-in.
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Very well-said. I need to borrow this when I talk to my family about electric vehicles. They keep talking about how most electricity is generated by burning coal

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I agree completely. These articles seem to all be written by someone who either doesn't understand the vision, or who does understand it and benefits by tearing the vision up for others.
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These articles have been around forever. I remember one claiming that the Hummer was greener than the Prius. It's mostly clickbait preying on the natural human attraction to counter-intuitive stories, and to the prejudices of those who don't want to change.
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By now you can draw some projections. As the grid decarbonizes and batteries get better, EVs will be an important component to decreasing GHG emissions. The greatest uncertainty is still in battery performance. But that’s improving almost Moore’s Law like...
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Right now, the consumer is compartmentalizing. They keep the gas SUVs or pickup trucks for longer hauls and the EV is the second or third car for shorter hops. The future might be mixed. Just as cash is still around, and movie theatres etc
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And yet most VCs like to ask about market size! It's odd.
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