This will disrupt both new car sales AND existing vehicle fleets

The result of these disruptions will be a much faster transition than is currently perceived by mainstream analysis, which focuses not on the disruption of car ownership but only on the technology disruption of individually owned EVs replacing one-for-one ICE vehicles when they are purchased new – which leads to a multi-decadal replacement of the existing vehicle fleet. Existing owners will abandon their vehicles leading to the stranding of up to 100 million gasoline and electric vehicles in the United States.

Sarah Golden