4min chapter

The Compound and Friends cover image

Worse Than Enron

The Compound and Friends

CHAPTER

Is China So Far Away From Electric Vehicles?

I give it at least five years. Why is China so far ahead of us in terms of their electric vehicles? Because they had a social event in the early part of last decade where the populace became extremely angry about air pollution. Do you take what Mary Barra at GM and what Ford Motors and all of the other big OEMs are saying that by 2030 they will not be selling any internal combustion engines? I'm just not convinced that we're going to be able to keep scaling on the current course that we're on like Gigafactory.

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