Legendary presentation. Tony has consistency been RIGHT (and often, ALONE) while others ridiculed him. Please keep banging the drum, people DO NOT understand how fast, violent and seismic these disruptions will be.

A butterfly is not a caterpillar with wings. That is an incredibly good quote to explain this transformation.

“ I don’t care what your opinion is, cost curves are like gravity” my favourite line in this video

Tony's back!

Have been waiting for his new content like a kid waiting for Christmas. 🙂

I have been following Tony for almost 8 years already. He is a visionary person and predicting the future with innovation in existing technologies, not with sci-fi types. We need leaders like him in every part of society, not only in technology.

I never get tired of hearing this message. Thanks Tony for hammering it home .. again and again

Absolutely fascinating. Like many here, I have heard this before but never get tired of it. Can't wait for part 2!

When Tony speaks I LISTEN! People who don't, do it at their peril.

Thank you Tony Seba. When I first saw your video 2017 I started to invest into Tesla, green electrical power and cooper mines for electrification. I have done well because you shared your knowledge. Thank you again.

"We built cities around the car." That turned out to be a mistake.

The cost S-curve is being led by Tesla, who is well ahead of Tony's prediction and essentially pushing all other BEVs along the curve. And while this is happening, Tesla and other BEV manufacturers, are collapsing demand for legacy ICE and their suppliers. I'd imagine that Tony will talk about this in part #2 which I'm very much looking forward to.

Love the caterpillar-to-butterfly analogy. This is an accurate example, of a good portion, of the mindset of legacy automotive companies around the world. Petroleum has been their 'crack' cocaine for so long, the detoxification process may very well kill most of them. I think this is why many have a high aversion to recognizing the clear benefits of a BEV (battery electric vehicle) over an ICE (internal combustion engine) counterpart. Clearly, Tony is demonstrating that knowledge IS power and that you should be armed with it to navigate the tumultuous periods ahead.

Thanks Tony. People are FINALLY listening to you (well, some). 😎👍

"Motorola. Remember them?" Rofl that was savage.

Great guy. So smart. Genius really Thanks Tony.

It must be tough being Tony when he can see what's coming so clearly, while the heads of established industries are saying he's a madman!

Great work Tony. Greetings from Ireland 🇮🇪

You are totally right, the majority of mainstream news and organisations seem to have no concepts of compound & exponential growth. It's such a sinple concept, yet so many are struggling with it.

Visionary! Wish I’d known about him years ago

Its good to see that you are around. Currently mainly Europe is in big trouble because of missing energy. Well oil and gas are also used as components for plastic, pharmacy, fertilizers etc. Further, and especially the Germans seem really stupid in switching off existing and operational nuclear power plants.

Incredible visionary!

The usual brilliant presentation from Tony Seba. If it appears to be one repeated message but with extra details each time it's because the message is so true. Can't wait for Part 2. 👍

Solid ! - Accountants are linear, reductionist mechanistic thinkers .. Now I KNOW I am not alone !

Historically important and perceptive and valuable thinking and presentation, especially for the CEOs of all major corporations like IBM which is following in the steps of GE

I believe Tony has a bachelor's in computer science from MIT and a masters in economics at Stanford. Great combo to figure this out.

None big Automobile industry CEOs will understand (with the exception of Herbert Diess) this huge disruption change in their working day. Must be broadcasted to all our teenagers secondary schools to understand the new World they will live in.

If cost curves are like gravity, then why is RTX 4080 16 GB $1200+ while GTX 1080 8 GB was $600 in 2016? And why is Tesla Model 3 more expensive today than it was 3 years ago? I also saw PVs and batteries get more expensive this year compared to last year where I live.

Reminds me that Toyota is in the Market Trauma phase… others will follow.

Tony's foresight into the future is amazing - looking forward to watching things play out as Tony has described.

Thanks Tony for this presentation, wish I had read your book in 2014. Fantastic predictions re. the lithium battery price fall over time, and the S curve adoption rates for disruptive new technology.

🤗THANKS TONY,FOR EXPLAINING THIS CONCEPT 😳😎💚💚💚

Hopefully this talk involvees the phase change in money

Very valuable. Thank you Tony.

Truly brilliant presentation Tony! My investments in innovation is heavily based on your research. Technically, I owe a part of my financial success to your research! Thank you🙏

Right on the money as always Tony

Thank you, Tony!

Great to see the trademark red tie hasn't been disrupted....

Hopefully this information sinks into more people's minds. Thank you Tony for the excellent presentation!😀

Excellent video Tony

so much value per minute ...... tx Tony

Thanks Tony

I love your reports. Thanks a lot. Muchas gracias, Tony!

The current Crisis Era was described in book "The Fourth Turning" by Strauss and Howe. Tony is describing the details of exactly how. Strauss and Howe wrote in early 1990s their book. Tony has highlighted S-curves, disruption, specific technology converging, and the consequences.

👍 b4 even viewing.

Thank You Tony Seba! Your work is extraordinarily important, critical and timely! I fear for the companies and the people who do not study, internalize and put into rapid your action, your body of work.

What an insight, wow, and so well presented, Tony. Fantastic viewpoint into the future. Muchas gracias, Sir

This guy made me a millionaire ❤️

Love your work. Thank you for this!

Everyone who wants to invest in growth stock's needs to listen to tony Seba before doing so. He has a great library of useful uploads which bring the receipts and show his predictions in the past actually happening as he said it would.

TY Tony!!❤

Thank you for sharing, great message - Love the term "phase changing disruptions" Tony, I would be fascinated in your explanation of the S-Curve predictability in the light of globalisation

Dont make us wait so long for the next one Tony. I'm generally a very skeptical, traditional (see incumbent) type of guy and thinker, but I can't help but pound the Seba Kool-Aid

Excellent !!!🤔

Amazing presentation! Quote about caterpillar and butterfly was one of the best that I heard in a long time! Thank you for sharing this wealth of knowledge!

Tony gives the impression that Entrepreneurs see the disruption coming and are able to take advantage of their insight, but I think it is more like that the risk takers are constantly trying to upset the applecart, and they generally fail until the conditions are right for them to succeed, and then some of the do. There were plenty of people trying to make electric cars for a century, and when conditions were favorable they succeeded and when the conditions were not right they failed and when the conditions were right again they succeeded again. It is kind of like thinking the winner of a lottery has some kind of special insight that allowed them to win, but that ignores all the other folks who tried to win and failed.

AWESOME TONY!

My Christmas present came early when I got your new presentation I have been following your predictions since 2012 you have been spot on Thanks

Great content! thanks

Great job Tony, looking forward to the next one!

Very nice presentation Tony as usual. Eyes opening 👍🏻

Missed you Tony

Just my stupid question - why coal is so expensive if it’s collapsing 🤨

Many Dutch are going to hit on your channel soon, to watch your 5 new episodes. 😁

Mature companies - especially publicly traded ones get trapped by their quarterly earnings targets. Everything is incremental. Set a modest growth goal, meet it and watch your stock options grow in value! No focus on self disruption.

yeay new content

Great video, message needs to get out. On the other hand, this is all be said in previous videos. So hope, next parts drops some new info and insights. Keep up the excellent work. Nay sayers might need some insight in the mechanisms of disruption.

The outstanding characteristics of Tony Seb's analysis is the Observable form-fitting S curves of innovation and Wright's Law overlay on the economies of scaling technical changes. The proof is in the putting of business development. So when he says a 10X improvement will inevitability replace old tech, why is that not recognized to apply to measurable Energy Thermodynamics of Power Generation potential in suppressed Nuclear Reactor Designs. (Rhetorical)

Welcome Back 🔙

This needs to either be shared or hidden to let people just hit the wall 😢😊

Should be required viewing on every college campus. Not sure how you can watch this and not want to irresponsibly funnel money into TSLA

We need to tackle equilibrium in the educational systems

$151 per kilowatt-hour According to BloombergNEF, the average lithium-ion battery costs $151 per kilowatt-hour (kWh), and the average battery-powered electric vehicle (BEV) battery costs $138 per kWh. In 2021 the average per kWh cost was $141.Feb 24, 2023

Where am I blind? This makes me think there may be a lot even in my own small life might be missing the vision to see disruption and collapse. #landscaping

<a href="#" class="seekto" data-time="1180">19:40</a> some brilliant new stuff.

And just to proof he really did make the graph of around <a href="#" class="seekto" data-time="330">5:30</a> back in 2014, you can find it back in this vid of 2014: kzfaq.info/get/bejne/bt6pZKh1vp22pas.html You can see it around <a href="#" class="seekto" data-time="1840">30:40</a> exactly the same graph.

When do we get Part 2?

This presentation will be lost on BMW executives - and some of their car driving fans. If in doubt why not seek out some Nokia, Kodak, or Blockbuster executives and ask why their companies have disappeared.

Where have you been? Need my Seba fix!

Light

Grab a hot cup of tea and listen to how the future will play out.

wow

The adoption of cars with supporting infrastructure happened without federal subsidies? The Inflation Induction Act and other outrageous Federal help is not necessary. . US interest payments on debt is now at %580 bil/yr approaching the expenditure on defense.

Tony is the viability of offshore wind on Lake Superior I live on the north shore in Minnesota and it’s really windy out on the lake

We may see the demise of some economies (Russia, China) follow inverted S curves. Japan is an early example!

@Tony, would you come to Stanford to give a seminar again? Would love to attend one in person now that I'm a student here!

I understand now... We are going to eat the cars!

Do not forget geopolitics. China is leading in two of the three technologies: energy and transportation. And they certainly participate in the agricultural transformation.

Make a T-shirt!

It's going to be a long time before I can get a Haircut Over the Phone! Or, Manufacture Hard Goods like Boats, Planes, Trucks, etc , "At Home!"

And religion, too

"A butterfly is not a caterpillar with wings"

I'm adding to my ark funds after listening.

Solar is a good replacement for coal, but is the same true for Natural gas and Nuclear?

Is there someplace I can download or watch this presentation? Thanks.

When was the video made? Is this a repost of older ones? (did not watch yet)

Where was this presentation made?

What about Hydrogen. Will it be future disruptive technology

Part 2?

Blackberry smartphones came before Apple smartphone and why they failed is lack of innovative features compare to Apple and Android