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It's worse than that. It turns out making electric cars is complicated but a lot of companies are transitioning already. Tesla fanboys were expecting Apple and Samsung to emerge out of the many phone manufacturers but it turns out... It's not the case.

Mercedes has competent EVs, as do BMW, VW, Stellantis, Kia, Hyundai, etc and of course, all the Chinese brands.

Also we've hit a temporary plateau in the EV transition as except for Chinese brands, everyone else is mostly making expensive models plus the infra isn't always there, so it looks like we need to wait for 2027-2028 to actually start seeing those 18-20-25k cars a lot of the world is waiting (that's when EVs actually start massively outselling combustion cars).

More than that... Tesla is making all those batteries in partnership with battery companies. They're not some secret sauce.



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