**Short Summary:**
In this video, the speaker discusses the rapid adoption of electric vehicles (EVs) and compares it to the growth of other industries like digital cameras and smartphones. He delves into the importance of supply and production capabilities in meeting the forecasted demand for EVs, highlighting the challenges that legacy manufacturers face in transitioning to electric vehicle production. The speaker questions who will step up to build the necessary number of EVs to meet the anticipated global demand and emphasizes the potential bottleneck in production that could hinder the widespread adoption of EVs.

**Detailed Article:**
The video starts with the speaker expressing his interest in forecasts regarding the adoption of electric vehicles (EVs) and drawing parallels with the growth patterns of past disruptive technologies such as digital cameras and smartphones. He emphasizes his belief in S-curves and exponential growth for disruptive technologies. Drawing on the history of the digital camera industry, he highlights the shift in manufacturing towards digital cameras by companies like Nokia, Canon, Amazon, and others, ultimately pointing out Kodak's late entry into the market.

Transitioning to EVs, the speaker questions the capacity of current manufacturers to meet the projected demand for pure EVs. He uses Tesla as an example, projecting their potential growth through 2026 based on their current production rates. The speaker notes the disparity between Tesla's projections and those of legacy automakers like GM, Toyota, Honda, and Ford, emphasizing the gap in production capabilities, specifically in battery production.

The speaker brings attention to Chinese companies like BYD, a major player in the EV market producing both ICE vehicles and hybrids, projecting their potential contribution to global EV production. He continues to dissect the numbers, speculating on potential production figures for key players like General Motors, Ford, and Volkswagen. Despite his generous estimates, he underscores the looming challenge of insufficient supply to meet the rising demand for EVs.

The speaker voices skepticism towards legacy automakers' declarations of transitioning to electric vehicles by 2030, pointing out their slower pace in adapting to the EV market compared to disruptive newcomers like Tesla. He raises concerns about production scalability for companies like Rivian and urges Tesla to expedite their expansion plans amidst regulatory hurdles in different regions.

In conclusion, the speaker predicts that while there may be demand for EVs, the inadequate supply chain and production capabilities of existing manufacturers could impede the widespread adoption of electric vehicles. He emphasizes the critical need for substantial growth in EV production to meet the projected global demand.

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*Notice: This is an AI-generated summary based on a transcript of the video. The summarization of the videos in this channel was requested/approved by the channel owner.*

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I think you are right in the video but we gotta see how it will go