Coal/oil/nuclear > Electric/renewables. China is gambling on renewables, it wouldn't make sense for US to go down same path, specialization is good. Infrastructure/tech specialization. renewables are not reliable, however Elon has his EVs, he could create his own proprietary electric empire. proprietary space solar panels - lease energy - EVs rely on his energy + ai (selfdriving) (energy and ai will both be subscription based).