Electric Vehicles
Product
The demand for EVs drives the need for nickel, discussed in the context of supply chain issues.
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Videos Mentioning Electric Vehicles
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
All-In Podcast
The demand for EVs drives the need for nickel, discussed in the context of supply chain issues.
AI, Data Centers, and the Infrastructure Needed to Power Them | a16z
a16z Deep Dives
The scaling of supply chains to support EV growth is seen as a positive precedent that can be leveraged for new energy infrastructure. The slowing growth of EVs allows for this momentum to be redirected.
Substack Founding Members Livestream #2
Predictive History
Dominant in China, but criticized for causing pollution due to battery manufacturing and relying on coal-generated electricity.