> But neither are EV completely new at this point, nor is a car just its drive train. Exactly this. The EV drivetrain is also simpler than an ICE because a tra

> But neither are EV completely new at this point, nor is a car just its drive train. Exactly this. The EV drivetrain is also simpler than an ICE because a transmission is not needed[1]. I think the hardest part about vehicle manufacturing, which is the issue Tesla seems to run into repeatedly, is dependable mass production. The major auto conglomerates have a lot of experience with cranking out massive volumes of quality vehicles. I don't think that re-tooling their production lines is going to be a problem. The primary issue with switching to EVs, which Tesla should capitalize on, will continue to be energy storage. Sourcing large quantities of batteries is tricky. Tesla had the right idea to just vertically integrate cell production and likely has a lot to gain by being the premier battery producer for the industry. As an aside, hopefully the switch to EVs will help fund research for the next breakthrough in battery tech. [1]: Application-dependent but most 2-axle consumer electric vehicles should not need a transmission