Re:The Great Unbundling
by benedictevans on Saturday January 30, 2021 @08:33PM
(#25974877)
Tesla hasn’t eaten the audio industry - that’s what investors are speculating. Battery prices are falling because of technology and (mostly) volume, not particularly because of ‘China’
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Re:The Great Unbundling
by contingencies on Saturday January 30, 2021 @10:41PM
(#25975662)
Volume is China. The same for solar.
The middle class in China is currently smaller than the one in Europe. It is - and always will be - much smaller than the middle class of the western countries combined. China is large but other countries together are much larger.
Re:The Great Unbundling
by contingencies on Wednesday February 03, 2021 @02:57PM
(#26018359)
That's the thing. In China, EVs and solar are not the domain of the middle class. They're used by everyone.