[brightball]

It was encouraging to hear an exec from Ford recently say essentially this in an interview. The legacy manufacturers seem to realize that Tesla is eating their lunch because of their lack of vertical integration. It’s not going to be an easy problem to solve but will be interesting to see what effort achieves.

[pjc50]

BYD would eat their lunch even more if they were allowed to.

[Alive-in-2025]

Tesla was eating their lunch in terms of software, integration, capabilities, apps. Then rivian came along and a few other companies doing a much better job than the awful legacy companies.

Now of course tesla/musk are destroying themselves through various idiotic actions. Sales are dropping through the roof. But the technical quality of the software ecosystem (car, web, app) is still better than all the incumbents. Think about Rivian getting a billion dollars from VW for their much better ECU and and software integration, for example.

I feel like Rivian is almost as good as tesla. Tesla still has all that, even as the company is in awful shape sales wise. Lucid seems to be better than the legacy auto, but I haven't looked into it as closely.

[lotsofpulp]

Rivians and Lucids cost tens of thousands of dollars more than 95% (not an exaggeration) of Teslas. Completely different markets (and size of market).

[cusaitech]

Was it the one with Verge?