Next generation (2025, 2026+) BEVs will be the tipping point for the auto industry.
When BEVs have 500 mile+ per charge capacity, charging infrastructure becomes abundant, and 350kW+ charging is ubiquitous (<15 min recharges), there will no longer be any value proposition for ICEs whatsoever (outside of hobbyists).
Amazing how fast the change is happening.
Agree or disagree?
Agreed, charging speed and availability is a much bigger deal. 300-400 miles will be fine for “fully price” and lower end luxury cars, 200-250 miles will be fine for budget cars. We might see a small market for 400-600 mile cars in certain luxury segments (there are people who buy SUVs with a 500 mile range gas tank and are adamant they need it), but those will be fairly niche because they will be expensive and the people who want them will have to be willing to pay for them.
Normalizing 250-350kw charging with a good charging curve that lets it stay in that high speed band for longer will be the real game changer.