Some of the core of Tesla's fundamental advantages are their lead in integration of battery technology. Their battery tech is "good", but that could disappear

Some of the core of Tesla's fundamental advantages are their lead in integration of battery technology. Their battery tech is "good", but that could disappear at any moment with the theoretical advantages of solid state / lithium metal batteries over what is used now. Their software lead isn't that great however (aside from whatever state their self-driving is in ), that's pretty straightforward software and integration and UI, and really underlines how functionally stupid the incumbent ICE companies are that "over the air update" is magical technology to them. So Tesla's lead is substantive in the moment, but still very much tenuous. Many other ICE companies could vertically integrate to match. Every new platform by a company, and EVs generally demand a fundamentally new platform, would be an opportunity to match a great deal of Tesla's vertical integration. But the mainline ICE makers have been so slow and so stody and so stupid and so corrupt for sooooo long, and that runs far deeper than just the C-suite in their management hierarchies, that they will probably still be asleep at the switch for ten years, despite the fact that nothing besides organizational malaise stops them from changing course.