[moojah]

Interestingly he's stating that the transition to electric vehicles (EVs) will make up for the flat energy usage / non-existent growth. However, his own argument should negate a substantial amount of that: if large players such as tesla/GM/lyft/uber/whoever own the majority of future transportation, they will also have a strong incentive to be energy efficient.

Never thought of it that way, but large players don't just make efficient use of hardware, but of the resources (energy etc) they consume too. That means the traditional energy industry is in for a beating...

[i386]

Or a strong incentive to vertically integrate electricity production. I believe Google have done this in some form to secure and reduce cost of datacenter energy.