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Oil demand will fall mainly because petrol cars get driven less, not because they are replaced by electric ones.

Drawn from what Austin Vernon said

What these subjects mean

robotics Machines that act in the world: humanoids, training data for robots, and how far behind language models they run.

electric vehicles Cars on batteries: adoption forecasts, what drag and weight cost, and what they do to oil demand.

What Austin Vernon actually said

  1. Austin Vernon by Engineer and investor who writes quantitative posts…
    Falling consumer oil demand looks much more like driving the Camry 6000 miles per year instead of 12,000 miles rather than a shiny new electric car in every garage or robot taxis swarming everywhere.

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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