> The supply and install problem clearly isn't that hard, auto makers have been doing it for many decades at this point. Are you referring to the legacy auto m

> The supply and install problem clearly isn't that hard, auto makers have been doing it for many decades at this point. Are you referring to the legacy auto manufacturers that still can't make EVs profitably in 2023? Perhaps Ford with its negative 58.9% EBIT margin on their EV division [1]? Of course you can "solve" a more complex supply-chain and multiple vehicle configurations. It just costs more money. And therefore reduces your profit margin. If you do too much problem-solving of this type, your margin might end up negative. Not every EV manufacturer can subsidize their EV business with a high-margin ICE business. [1] https://media.ford.com/content/fordmedia/fna/us/en/news/2023/07/27/second-quarter-2023-financial-results.html https://media.ford.com/content/fordmedia/fna/us/en/news/2023...