1) The strategy I outlined requires them to maintain an internal culture of ignorance about electrification. Which makes it impossible to design a great electri

1) The strategy I outlined requires them to maintain an internal culture of ignorance about electrification. Which makes it impossible to design a great electric car. 2) The supply chain is non-trivial to negotiate, particularly batteries, which will give their long time competitors an opportunity to eat them. 3) Autonomy is hard and it’s not clear there will be cheap good software that’s available to license 4) Car dealers don’t want to cannibalize their ICE inventory by marketing electrics. ICE makers are legally tied to the dealers. All of these are solvable, but I don’t expect more than 1 or 2 will be able to solve all 4. There will be a lot of consolidation.