EV Performance and Prices: Moving in the Right Direction
We believe electric vehicles (EVs) are superior to gas-powered cars across the key categories consumers care about—speed, safety, capacity, and convenience.
We are in the midst of a decades-long cycle of structural growth driven by technological innovation and change. Now the lines between technology and other parts of the economy are blurring, reshaping the competitive landscape locally and globally, and challenging incumbents and investors to keep up or fall behind. Amid this transformation, we see three growth themes emerging from the most competitively positioned companies.