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Peter Sigal

Mar 25, 2026

17:51
Peter, do you see consumer demand kicking in in Europe in a way that might get us to something like we have in China from what Bill was talking about?
18:00
Yeah, I just wanted to go back to what Bill said, because a lot of what Bill described, that sort of integration of this complete ecosystem, not just hardware, but connectivity, energy, You read about that a lot in Europe.
18:13
You hear the think tank papers that say this is how it should be.
18:17
And for various reasons, it is happening in China.
18:20
And that's really quite interesting for me to hear that.
18:26
As far as consumer demand, I think one of the issues in Europe is that it's spotty and incentive based.
18:31
For instance, here in France, we have what they call social leasing contracts.

15 MINS LATER

33:52
Yeah.

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