[nomad543]

Are you kidding? You need to see more of the outside world. Tesla has zero tech advantage on BEV. Go to China, every mom and pop factory can build a new BEV vehicle on a weekend. BEVs vehicles are so easy to build that cars will be a comoditized item. Infinite amount of battery suppliers. The only reason traditional car makers are not focusing too much on EVs right now is because there is not enough profits currently.

[xadhominemx]

Chinese BEVs are horrible compared to those from western OEMs. It is true that it’s easy to churn out a BEV that just integrates components from a bunch of tier-1s but efficiency and cost are way worse than what western OEMs can produce now or in the near future.