I see this sentiment a lot, but you’re ignoring that electric motors are much more efficient and we’re therefore operating in the «this barely viable» regime wi

I see this sentiment a lot, but you’re ignoring that electric motors are much more efficient and we’re therefore operating in the «this barely viable» regime with EVs and batteries. These two factors mean that many small, single-digit percentage improvements caused by better optimization and equipment integraton will yield a double-digit improvement in vehicle performance. This is readily evident in BMW, Audi and Jaguar’s current inability to compete with Tesla on price and performance in their EVs. Add to this the growing role that software plays in cars, which is very hard to do right unless you make a very focused effort. My strong suspicion is that a «we will build this from commodity parts» approach is obsolete for a couple of decades, until general battery pack cost & performance is multiplied from today. And for software, until someone makes the Android of automotive software, if anyone will ever have an incentive and ability (pending manufacturer cooperation) to do that.