I agree with most of your points. But on this one:

> Toyota has been making the wrong moves for decades. They INSISTED on making the murai even when it was clear that hydrogen wasn’t going to cut it. The EV revolution is here (...)

You are forgetting that for Toyota, they need to deliver a solution that works for their domestic market. For Japan, cutting emissions while shutting down their nuclear power while increasing electricity demand due to EVs is a complete non-starter. They can't produce enough through renewables, and they most certainly won't build up a system that depends on import of electricity from China or Russia. So large scale hydrogen import from Australia, Europe or the US is the only geopolitically feasible option. In that context, it's hydrogen vehicles or nothing.