I agree, although not sure if the current main legacy car manufacturers (VW, BMW, GM, even Toyota) would necessarily be the leaders in non-western countries. T

I agree, although not sure if the current main legacy car manufacturers (VW, BMW, GM, even Toyota) would necessarily be the leaders in non-western countries. They might be losing on both sides, the high-end electric vehicles (less volume, lower margin) and the cars needed for developing countries. Feels like, current car manufacturers have a lot to lose in the coming years...