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Published on February 20th, 2014 | by Zachary Shahan


This Is Why The Auto Industry Is Set For Disruption

February 20th, 2014 by  

Jeremy Grantham is a British investor who co-founded and is chief investment strategist of Grantham Mayo van Otterloo, a Boston-based asset management firm—one of the largest in the world. “Grantham is regarded as a highly knowledgeable investor in various stock, bond, and commodity markets, and is particularly noted for his prediction of various bubbles,” a Wikipedia summary about him notes. “In 2011 he was included in the 50 Most Influential ranking of Bloomberg Markets magazine.”

Grantham recently wrote a superb couple of paragraphs about the Tesla Model S and electric cars in general. I think its worth a read, as well as my follow-up commentary. Originally published on EV Obsession, here it is again:

The Experience So Many Will Go Through… That Will Disrupt The Auto Industry (via EV Obsession)

One of our writers, Sandy Dechert, recently sent me an excellent GMO Quarterly Letter—in particular, she sent along a part of it written by Jeremy Grantham regarding the Tesla Model S. I’ll first share this segment of the letter before adding my…

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About the Author

is tryin' to help society help itself (and other species) one letter at a time. He spends most of his time here on CleanTechnica as its director and chief editor. Otherwise, he's probably enthusiastically fulfilling his duties as the director/editor of EV Obsession, Gas2, Solar Love, Planetsave, or Bikocity; or as president of Important Media. Zach is recognized globally as a solar energy, electric car, energy storage, and wind energy expert. If you would like him to speak at a related conference or event, connect with him via social media:, .

  • Doug

    All three disruptive points are spot on. I didn’t know anything about electric cars until November 2011 when my wife found the BMW Active E by accident while browsing around. We looked into it a bit and took the leap to sign up for the lease. Even at the very last minute, I wasn’t sure we made the right decision. In March 2012, we took delivery and our life has not been the same.

    Within months, we both realized that we would never want to drive a gasmobile again. I even tried to test drive a BMW Z4 3.5 in late 2012 and thought “it sucked” compared to electric. In December, we came up with the crazy idea to test drive a Tesla Model S. After one hour driving it around the streets of Santa Monica, we plopped down our down payment and reserved it for delivery at some non-specific time in the distant future.

    This week, we leased a Volt. My wife and I have been giving people rides in it and three or four people are seriously considering getting one.

    As more EVs take the road, more people will be seeing them, riding them, not-hearing them, not-smelling them, and most of all, enjoying them. It’s impossible to drive an EV and not enjoy it.

  • beernotwar

    I like the notion that it’s Tesla + everyone. Right now competition between EV manufacturers is a lot less critical to their success than competition between EV’s and the ICE automobile. Tesla is making EV’s sexy and desirable. I bet Leaf is reaping as much benefit as Tesla from the buzz around the Tesla S.

    • ha, yeah, the Leaf probably is. never thought of that.

      and it is nice that Elon is always looking to make this a group effort rather than trying to destroy the old giants… he has repeatedly noted that their hope is to get the big auto companies to move to EVs more quickly.

  • Worried Guest

    For some reason my antivirus program, BitDefender, is blocking this page,
    (from Firefox) as well as that of the VW eGolf. Could there be a real problem?

    • Hey, not sure, but looks like we have had some downtime the past couple hours. Probably related. our traffic dropped off to about half of what’s normal for ~2 hours. Clearly something is wrong.

    • Seems to have been affecting a large number of sites, all connected to an AT&T network. But hoping things are cleared up now.

    • So, turns out that it was a DNS attack on our domain provider (one of the largest providers in the world, so affected a lot of sites). Seems to now be resolved. Unfortunately, we’re now towards the end of peak traffic time, so I’m sure a lot of people were affected. Our normal traffic curve looks like it got destroyed by some sort of mountaintop removal mining program.

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