I agree with what you're saying, but timing is everything. If Netflix was providing a streaming service in 1998 as their business model, they would fail because the data infrastructure wasn't there. Similarly, an EV company trying to be successful before batteries are affordable would be a mistake. Perhaps we're on near that breaking point, but getting that timing right is nearly impossible to predict.having met some of the players from the "other guys" I really really feel they just don't get it! It's going to require some churn among the established players to bring in some "new blood" that understands where this stuff needs to go (former BMW CEO is looking for job these days partly due to his opinion about EV's)…they simply do not get it and they are toooooo beholden to their existing business models to really embrace the radical change required - Blockbuster meet Netflix…it really comes down to that!