[jefftk]

> you only require a critical mass of the total addressable market to stick to it for it to remain effective.

I think that's backwards. Instead, for it's still to be practical to buy new ICE cars in states where they are legal you just need those states to cover enough population that it's worth it for some manufacturer to keep producing the cars. I would expect that to happen even if we were only talking about 5% of the population living in those states if those states continue to have strong demand for ICE vehicles (and so the remaining manufacturer could sell a lot of whatever they kept producing).