Podcast Appearances
In the long run, electrification's the answer.
Ever since I was a kid, we've had periodic fossil fuel shocks.
And more fossil fuels aren't the long-term answer because the reality is that industry will never have spare capacity.
They wouldn't invest in stuff unless you're using it every day, which means that whenever there's a constraint on supply, prices go up.
We never used to have an alternative, but now with electrification, we do.
Okay, if the punt is fairly right at me, in other words, if I don't have to move more than five yards in any direction, I would catch seven out of ten.
Priced.
You?
All right, send him out there, too.
Go with him, too.
I think it's kind of stupid that they made the move now.
First of all, he didn't trade Luka.
Like, you can't blame Jason Kidd for that disastrous trade.
And second of all, they made the final two years ago.
Like, that's not good enough anymore?
You know what, we've only got like six or so major supermarket chains.
No one worries about that because they invest ferociously in competition.
You've got differentiation.
You know, we thought the market was stable, then Aldi and Lidl turned up.
Competition is not about reinventing the souk with dozens of identikit companies.