Why cost curves, electrification, and AI are ending legacy economics A cliff, not a trend In most major economies, new solar and onshore wind are now dramatically cheaper than new coal or gas — not by a few percentage points, … Continued
We are entering a phase change in human civilization. Not an “energy transition.” Not a “green shift.” A structural rewrite of how society produces, moves, stores, computes, and feeds itself. I call it Bettrification:Electrification → Software → Automation → Intelligence … Continued
In one sentence: Bettrification is what happens when electrification turns systems into software—rewriting economics, automation, and intelligence across the entire economy. For most of the last century, electricity was something we used. We plugged into it. We switched it on. … Continued
How depreciation, durability, and safety are turning disruption into inevitability For years, critics pointed to one supposed weakness of electric vehicles: they don’t hold value. Falling resale prices are framed as proof that EVs are a fad, that batteries won’t … Continued
Capital Is Rotating Back Into Reality (EV Curve Futurist) For more than a decade, I’ve argued that the global system would eventually collide with physics, energy, and materials — not narratives, not financial engineering, not central‑bank storytelling. The charts now … Continued