A while back, I had the gut feeling that South Korea had a lot of potential to succeed at the EV switchover. Obviously less inertia and stubbornness than the Japanese manufacturers. And, a lot of technology-forward attitude and faith.

Then I looked at their actual plans and offerings and was so disappointed in how far behind they were.

Now, I feel validated in my baseline faith. And, given that big change, I’m super excited for their trajectory and future.

Makes me feel bad for the companies (US and Japanese) that are being dragged backward by their working environment.

The sheer economic force behind electric flight is insane. It’s like an ocean behind a glass wall. Any crack and it will rush in to take advantage of it.

Boeing and Airbus spend literal tens of billions for single-digit efficiency gains. Think what 50-60% efficiency gains are worth.