[thesumofall]

I don’t think there is much evidence that they are far behind their competition in anything but sales. Efficiency of their latest models is good, software has improved a lot, and they are starting to return to their previous (good enough) quality levels. I think we are quickly approaching the full commoditization of EVs. At similar price points you get the same thing across all manufacturers. Maybe a bit more quality here, some additional software gimmicks over there, and the rest is just marketing, local patriotism, and branding. Add to that a sprinkle of varying regional adaptation

[dralley]

I think the whole vehicle industry is looking at a slightly milder version of the "Kodak problem". That is, the money is oriented towards the service aspects of the industry.

Kodak wasn't a camera company, they were a chemical company. Cameras and lenses were a loss-leader for selling film and the equipment and chemicals used to develop it. You can't just swap the products and make a little less money, it changes the entire business model.

Likewise a lot of these car companies make money on the long chain of maintenance as much as or moreso than the cars themselves. Electric cars come with a whole new business model. And the core competencies that are required are much different. Less precision machining and more electrical engineering

[magnuspaaske]

I think this is right. I don't have a car but I rent cars periodically and pick based on the UX more than the "tech" features. Most EVs are fast enough and have enough range that it doesn't really make a difference to the driving experience but the UX and all the screens do make a difference.

I like the Audi E-tron because I can mostly ignore or turn off the center screen and have everything important in front of me behind the wheel. The center screen on the Polestar 2 is a bit more pronounced but can be muted when switching to the music screen. Teslas and VW EVs have way to much happening in the center screen so I avoid those. It's sad to see Volvo go down the same path but a correction should be in order.

Anyways, all the tech is commoditised so you need something else to differentiate yourself. For me that's not a big center display to show how "tech forward" you are, as it ends up suggesting you're anything but.