Anders Sorensen

Anders Sorensen has dedicated his career to electric vehicle analysis, joining Tesla in its early days as a powertrain engineer before the company became an automotive giant. His mechanical engineering degree from Technical University of Denmark and years working on Model S development give him deep understanding of EV architecture, manufacturing challenges, and the technology gaps Tesla's competitors face. After leaving Tesla, Anders earned his MBA from Berkeley Haas and joined an automotive-focused investment firm. He excels at analyzing EV manufacturers' technical capabilities, battery strategies, manufacturing efficiency, and whether legacy automakers can successfully transition from internal combustion. Anders was early to recognize that EV adoption would accelerate faster than consensus expected while remaining realistic about infrastructure and raw material constraints. His coverage spans pure-play EV makers, legacy OEMs' electrification efforts, battery manufacturers, charging networks, and the complex supply chain from lithium mining to vehicle assembly. He understands that EVs represent not just propulsion change but complete vehicle architecture transformation. Based in Oslo, Norway—a market where EVs dominate new car sales—Anders witnesses the future of transportation while analyzing which companies will win in this multi-decade transition.