I've been seeing a lot of headlines the last month about demand for EVs falling. Of course, it could just be a PR campaign by Big Fossil, I'm not in a position to judge that. I had another idea about it and I'm wondering what other people think: by buying Twitter/X, Musk has waded deeply into the culture war, and we see on HN plenty of people who just can't stand to see his name. It seems a sizable community, could t…
You can see a similar dip at approximately the same point in other EV adoption curves, such as Norway: https://www.weforum.org/agenda/2023/01/norway-electric-vehic... ... That green line, we're in the dip right now.
Since the US is such a big market you can't look at it holistically. You have to look at it regionally (the US has 60x more people than Norway):
https://insideevs.com/news/688779/california-tops-us-ev-adop...
We're talking about the markets with high pickup rate which have recently seen a downtick.
It's only unexpected if you don't study literature of market adoption behaviors of emerging technologies. This lull absolutely was coming. It always does in behavior-based products, especially those with infrastructure requirements. Here it was in broadband for instance at about the same point in 2004: https://www.pewresearch.org/internet/2006/05/28/part-1-broad...