I think there is the potential for massive disruption and huge downward pressure on retail price with the transition to electric vehicles - think about the comp

I think there is the potential for massive disruption and huge downward pressure on retail price with the transition to electric vehicles - think about the complexity of an internal combustion engine + drivetrain versus a battery, some electrics, and motors. There are also potentially huge impacts on all the allied industries i.e. fuelling, servicing, and then extending it to self-driving cars the impacts are potentially even greater - who cares about driving experience when the thing drives itself? How can the sexy aspect of speed etc. be used to sell when all cars max out at a limited speed based on the software driving them? Why own a car if you can expect an autonomous vehicle on demand? Interesting times.