EV Curve Futurist<p>Great to see Seba & RethinkX hold firm in the updated Clean Disruption—all new vehicle sales will be EVs by 2030. This remains the only thesis that aligns with my own projections. Battery costs, tech convergence, and autonomy are rewriting the rules. S-Curves are brutal!⚡🚗 <a class="hashtag" rel="nofollow noopener" href="https://bsky.app/search?q=%23EV" target="_blank">#EV</a> <a class="hashtag" rel="nofollow noopener" href="https://bsky.app/search?q=%23Disruption" target="_blank">#Disruption</a> <a class="hashtag" rel="nofollow noopener" href="https://bsky.app/search?q=%23RethinkX" target="_blank">#RethinkX</a><br><br><a href="https://www.rethinkx.com/publications/clean-disruption-2025" rel="nofollow noopener" target="_blank">Clean Disruption | RethinkX</a></p>