> Basically the market has priced in that while existing car manufacturers have more sales, they are essentially dying Please. They're not even close to dying.

> Basically the market has priced in that while existing car manufacturers have more sales, they are essentially dying Please. They're not even close to dying. > and they need to come up with a car that is competitive to the Tesla electric offerings to compete And they are doing exactly that. VW alone already has $86bn spending committed to its EV lineup. You associate the existing manufacturers with a Blackberry/RIM situation, but that is simply not the case. This is more of an Apple/Android type of situation. Apple triggered this paradigm shift, and dozens of others (Samsung, Motorola, etc.) followed suit almost immediately. Sure, it's going to take existing car manufacturers a few years to catch up. Just as it will take Tesla a few years to ramp up production to competitive numbers.