One of the things that technology enables is lower barriers to entry. In the past, you had to be horizontally integrated to make a car. Even Tesla, to some exte

One of the things that technology enables is lower barriers to entry. In the past, you had to be horizontally integrated to make a car. Even Tesla, to some extent is massively horizontally integrated as they are first movers. Technology enables global supply chains. Electric cars may have fewer moving parts. The result is a "narrower" approach to integration where you can rely on others for important or critical parts. Assuming they can make this car reliable and cheap - the makers only need to focus on marketing and selling to make it successful.