Please refer to this document which talks on “Clean disruption of Energy & Transportation”, which predicts all conventional energy and transportation will be obsolete by 2030.
Based on the disruptions predicted, was wondering if one were to think really long term as value investors (say 10-15 yrs or more from now), what kind of existing businesses will be impacted and what kind of new businesses will emerge.
Few things to think about :
– “Electric Vehicles will have 100x fewer moving parts than today’s gas based ones”, which will put some of the auto-ancillary companies out of business
– Which conventional energy companies will be most impacted by Solar power disruption ?
– What will happen to the existing battery manufacturing companies ? Can Tesla Battery throw them all out ?
– With new business models like “Car-as-a-service”, they may be far fewer cars bought in future and how would that impact all car manufacturers ?
– With self-driving cars, what kind of technology companies will emerge as the leaders ?
Thought this would be a interesting thread to discuss/debate on what business will survive and which ones will lead these disruptions in India.
Document link Courtesy: Anil Kumar Tulsiram’s tweet ( @Anil_Tulsiram )
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