Jun 8, 2023Liked by George Patterson Sibble

I've been working on the design and development of alternative energy vehicles for over half a decade. As soon as EV was able to capture a tiny corner of the market the ESG money and political grandstanders quickly blew up any reasonable notion of what this technology could provide in the short term. So now we're inevitably entering the "backlash" period as public and market perception turns on the failed promises and these ridiculous VC funded pipe dreams go bye-bye. However, in the background, the technology will continue to incrementally progress at the rate that was accurately projected a decade ago and the boring old companies with boring old balance sheets will continue to introduce incrementally better vehicles. Please check back in next decade!

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Oh, I fully believe in them over the long term. Just not on the promised and mandated timelines.

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