Part 13/18:
Hans discusses the critical importance of understanding S-curves in technology adoption. Countries like Norway pioneered EV adoption early because the total cost of ownership became advantageous around 2017. The U.S. is still in the early phases but is rapidly approaching a similar tipping point.
Decreasing costs, regulatory support, and Tesla's aggressive resource management mean that EV adoption is likely to accelerate sharply—possibly leading to increased prices even amid a supply chain that’s becoming more efficient. His analysis suggests that Tesla’s next-gen vehicle platform, with far lower production costs, could deliver astonishing margins—particularly as the company’s internal cost control mechanisms and supply chain integration mature.