Giant auto companies aren't going anywhere although some of the dozy ones will flunk the transition. People still want cars, they still have economies of scale, EVs aren't really a disruptive technology in the Clayton Christensen sense

Made reality.eth. Building Backstop Layer2 https://backstop.technology  Mainly post about goats.

Also on bsky: https://bsky.app/profile/edmundedgar.bsky.social

true some will stay but if you visit see the EV coming out of China, Vietnam,India etc you’ll see how far behind US/EU automakers are. TSLA is not doing what it’s doing b/c it’s magic. It’s b/c they’re full stack. A typical GM car relies on 100s of vendors. Cannot innovate on machine that makes machines

fwiw (e)vtol is having a WeChat moment in China as well. Again, b/c they’re full-stack. Make their own components, own manufacturing line, own software. not there yet but way ahead

IDK, not an expert on the industry but conventionally you want to be full stack when the tech is barely good enough, but then it matures and modularity wins

true. starting to see ev module eg drivetrain platform type companies show up. not an expert either. still researching. good related thread:

true. starting to see ev module eg drivetrain platform type companies show up. not an expert either. still researching. good related thread: https://x.com/ashwinl/status/964019482694856705?s=46&t=kthd8ojGjX0WMmMmQKJ0iQ