Goldman's Koch: We Love EVs

The video discusses the exponential growth of the EV market, highlighting investment opportunities in EV companies, traditional OEMs, and the supply chain. It addresses the challenges faced by traditional automakers in adapting to the EV market and the impact of semiconductor supply chain issues. The discussion also covers the pandemic's influence on consumer trends, emphasizing the millennial preference for experiences and active lifestyles.

What percentage of auto sales are currently in the EV sector?

What are the key factors contributing to the explosive growth in the EV market?

How has the price of batteries changed since 2010, and what impact does this have on EVs?

What challenges do traditional auto manufacturers face in transitioning to electric vehicles?

What role does the supply chain play in the future of the EV market?

Which company is believed to be best positioned to succeed in the transition to EVs?

What are the implications of the current chip supply shortage for the automotive industry?