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Odd Lots

The Electric Vehicle Revolution Is On, and It’s Going to Change Everything

Odd Lots

Bloomberg

Business News, News, News Commentary, Business, Investing

4.52K Ratings

🗓️ 24 January 2022

⏱️ 57 minutes

🧾️ Download transcript

Summary

The EV revolution is official on. Sales are soaring around the world as the internal combustion engine era starts to fade. But if you're just thinking about what's inside the car, you're missing some big stories. All kinds of industries and patterns of behavior are going to change because of the switch. On this episode, we speak with Nat Bullard, the Chief Content Officer at BloombergNEF, who walks us through all the various ramifications both inside and outside of the existing auto industry.

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Transcript

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0:00.0

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0:34.2

and delve into the escalation of cyber warfare and more.

0:37.7

Learn more at bloomberglive.com slash tech summit 2023.

0:42.7

Hello and welcome to another episode of the AdLots podcast. I'm Joe Wyzenthal.

0:59.7

And I'm Tracy Alloway. Tracy, you know, there's this weird thing going on.

1:05.9

There's always weird things going on. Yeah, I was going to say you have to narrow it down.

1:10.0

I'm going to narrow it down. There's this weird thing going on right now

1:15.0

where investors are really excited about car companies,

1:19.4

even though car companies are like barely selling any cars these days because of the chip shortage.

1:25.5

Yeah, I have noticed this too, particularly by the way over in China,

1:31.4

like there is just a massive amount of capital moving into cars at the moment,

1:37.2

but it's concentrated in one particular type of car which would be, you know, electric vehicles

1:43.9

or some sort of hybrid plug-in type things. Like we have seen so much money move into that space

1:51.3

recently. And I think part of it is the enthusiasm for tech that we saw last year, right?

...

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