Agreed, but he only talked about AI, and autonomy. Almost nothing on EV's, and absolutely nothing about alien dreadnaught production technology, TE or solar. So he has good points about aI and full autonomy and networked cars (although I think that effects he is expecting are exaggerated), but he's completely missing most of the biggest catalysts!
Jonas along with a number of New York analysts and money managers appear to give more credence than I would to nearly total reliance on ride sharing in the fairly near future. Within large cities, and New York in particular, automobile ownership may make little sense. This could be affecting the perspective of financial experts in Manhattan. But elsewhere I suspect that a great many people will want to maintain the pride and independence allowed them by owning a car, even if it mostly drives itself. Automakers may need to continue considering the transportation needs of both types. So should stock market analysts.