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An introductory estimation of use of EV battery materials and reserves on earth.

Conclusion in the video may not be right but is useful as basic assumptions.

【推荐读物】Recommending this insightful and objective article by Benedict Evans from a16z – 5G: if you build it, we will fill it.

Below is an excerpt of his comments on slicing…

One of the cooler features of 5G is that it lets you split out dedicated capacity for particular use cases – so-called ‘network slicing’. Today (to simplify hugely), although network operators try to do traffic management, all traffic in the cell is fundamentally using the same capacity. 5G lets you create dedicated private capacity in the radios network with specific characteristics. So, you could sell a truck operator dedicated capacity on the two miles between a specific freeway exit and a specific warehouse. Or, you could offer an IoT operator (or alarm company) much lower bandwidth but over a wider area.