The Tentacles of Automobile Electrification


Technological change can be extremely disruptive. Look no further than the secular changes occurring in some industries today—brick and mortar retail, traditional wireline telecommunications, over-the-top cable and the U.S. oil shale revolution all mainly driven by technological change. When a group of engineers gathers in a conference room, they can create significant trouble for investors who are confident they know what is, and is not, possible. The electrification of the automobile is no exception and this piece explores the topic.

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