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A Butterfly Is Not A Caterpillar With Wings

William Wen
4 min readNov 20, 2022

I’m a big fan of Tony Seba (@tonyseba), who has been writing and speaking about the clean energy revolution for over a decade. His talk in 2014 regarding disruption and declining cost curves helped me build conviction for Tesla as the “it” company. My conviction in Tesla is still as strong as ever, holding our shares through the ups and (mostly) downs in 2022.