[saisundar]

Also worth noting That ev platforms are now essentially closely engineering the power train and the battery systems to work and extract maximum juice ( similar to Apples battery/cpu control on the iPhone).

When the above is executed well, you get performance and range that are moats to car manufacturers, which reduces the incentive to partake in such efforts as well. ( Tesla, and of course the recent EGMP platform is an example of this. The latter powers 3 best selling cars in the US this year).