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I'm sure many already know this, but EVs are much more commodified than ICE cars are, and the trend will continue. An EV is a battery on wheels. Batteries will
by hilux 3y ago
I'm sure many already know this, but EVs are much more commodified than ICE cars are, and the trend will continue. An EV is a battery on wheels.
Batteries will be increasingly commoditized. So the remaining differentiators are software (usability) and brand.
You can make software a winning differentiator - Apple has done it - but why would VW succeed at this? Their best-known software to date was to cheat the emissions test.
That leaves brand. My guess is that Scout will be VW's biggest moneyloser since DieselGate. But at least they'll employ many Americans for a few years, which is a positive.
- kiney 3y agoVWs strong point is manufacturing. They have car factories all over the world and actually know how to run them efficiently. While software is their weak spot with no change in sight and might break their back.