Not much on the next PHEV or BEV but there's LOTS of insightful stuff here like:
"if you add up all the OEMs around the world, the car makers, and the revenue, it’s about 2.3 trillion dollars a year. We get about 6 percent of that. If you expand that to transportation services, you know, money that people spend on taxis and car-sharing and ride-sharing and insurance, and that kind of stuff — put aside plane rides — that’s about a $5.4 trillion business a year. We get none of that, and neither does the rest of our industry. Even if we get a small piece of that, that’s additional to the company! That’s the business opportunity in front of us, and that’s why we’re looking at this as a big opportunity."