Earlier quoted context omitted.
You're citing a decline in gas stations that happened during a period where EVs' share of new vehicle sales went from being nonexistent to, at the very tail end, low single digits. So, obviously other factors were driving that trend, and unless you want to claim that gas sales were trending toward zero even in the absence of any alternative, I think we have to assume that the gas sales industry was continuing to meet…
> So, obviously other factors were driving that trend Yes, gas sales are nearly zero in US, they are just starting. I agree other factors were driving that trend. Probably gas stations figuring out that its not a viable business. But now, EV sales have started. 25% of cars sold in California are EVs and growing. If gas stations have gone down 50% (202K to 115K) without any EVs, we can predict they will go down faster…
> An EV is a bigger breakthrough than a smartphone (which is primarily a content/addiction delivery mechanism).
These are consumer products! The average consumer's eyes are going to glaze over if you try to give them this spiel; they'll probably pull out their iPhone and start scrolling.
EV ownership saves a lot of people money and time, which I assume is the primary reason their market share is growing so rapidly right now—those people see the value proposition. Schemes like distributed grid energy storage via EV battery have the potential to save consumers even more money, but those schemes will have to be implemented on the garden path of EV ownership to actually move the consumer demand needle.