You can listen to what the CEO's of the 'big 3' are saying. Tesla has vertically integrated. The big 3 spent the past 50 years doing the opposite. They use m

You can listen to what the CEO's of the 'big 3' are saying. Tesla has vertically integrated. The big 3 spent the past 50 years doing the opposite. They use many of the same ODM/OEMs for things with small twists here and there. The companies that make those things for that supply chain are behind tesla. For creating a new market like tesla is in you probably want vertical integration again to iterate on it. It was one of the 2 key innovations Ford had early on (as they were not the first car company). But as years went on it made less sense to do that. Now it is making sense again to do it.