Of all the car companies (including Tesla), General Motors is the only one that appears to really have it's shit together, though this is liable to change. I a

Of all the car companies (including Tesla), General Motors is the only one that appears to really have it's shit together, though this is liable to change. I agree that the OEM's in general have done a better job of responding to the threat from the valley than the valley has done of adapting to the challenge of manufacturing things made of atoms. But the race. It hasn't even begun. We aren't even clear about what the starting positions are.