I think you're underestimating VW's understanding of the situation, but I do agree that lagging automakers are in for a world of hurt. I don't foresee Peugot-Ch

I think you're underestimating VW's understanding of the situation, but I do agree that lagging automakers are in for a world of hurt. I don't foresee Peugot-Chrysler (or whatever it's called by that time) surviving the EV revolution in its current form, and I'm pretty bearish on GM as well. VW group is pushing EVs via all of its major brands (VW, Audi, and Porsche at the very least). These models are also not being treated as one-off afterthoughts (GM style) or cars with a totally different design language from the core brand (BMW i3 style), but match the design language and performance characteristics that I would expect of each brand, all with increasingly impressive battery ranges. They have the global manufacturing/supply chain well figured out, design modular chassis that see use across almost every vehicle in its brands' portfolios over each decade, and this translates to getting nearly-unbeatable pricing from intermediate parts suppliers. Tesla has a lead on both the battery and software, but while other brands are catching up significantly on these fronts, Tesla does one thing better that I don't see any other manufacturer daring to tackle: vehicle purchases. Every stage of buying a car at a dealership is worse than the last, and maintaining these frustrating middle-men and their shopping lots full of unsold vehicles adds unnecessary cost to every vehicle's consumer price.