I agree with everything you said but this: > You have to be better than Tesla If that were true, Tesla’s stock price would be higher, because realistically no

I agree with everything you said but this: > You have to be better than Tesla If that were true, Tesla’s stock price would be higher, because realistically no one is going to get there at Tesla’s price points. But I don’t think they have to. The other automakers just have to be comparable to a Tesla. They are already superb at making mediocre cars seem like great cars to buyers. That won’t be a problem. That’s why the markets haven’t trashed the other companies. They know in the 11th hour Ford can throw a third-party electric drivetrain in a F-350, spin some hype and sell vehicles on brand loyalty. Whether Ford can a) meet the basic performance spec, b) secure enough battery supply, and c) get dealers to sell them during an awkward ramp... now that’s a question. I think 9 out of 10 of the legacy automakers are a write off at this point. They’re not investing in EVs because it’s wasted money. They’re going bankrupt either way so their only goal is to try to get one more year of ICE sales. That’s a lot of money so it’s as good a place to focus as any. Executives will do OK if they succeed. Pensioners (both inside the companies and those whose pensions are publicly invested) will be fucked.