Don't get me wrong, it's totally ok they do that. But it shouldn't lead people to think, that since Apple/Tesla succeeds, humanity doesn't need to drastically change its way of doing things.
Sustainable ressources are scarce. One company stocks up on them -> others are pushed to less green sources or they have to reduce output (which they try to avoid obviously).
Yeah, sure, there's also positive effects such as economies of scale improving things with sustainable business when there's more demand for it. But, in my opinion, the mining and sourcing of raw materials and the supply of renewable energy is in a pretty inelastic situation right now because of physical constraints. This inelasticity means: one players buys up more, others are pushed elsewhere.
> ... falling prey to the fallacy that decarbonization is impossible.
Oh it is possible. It's not possible as fast as most politicians make it appear.
Here are some numbers at minute 40:
"Assoc Prof Simon Michaux - The quantity of metals required to manufacture just one generation of renewable technology to phase out fossil fuels"