The mainstream media is responsible for the short-term PHEV diversion, with all the FUD about EVs, peddled by those who stand to lose billions from the inevitable transition. It won't last. VW's investment in Rivian (probably pointless at this stage imho) is at least an illustration that legacy auto DO know where this is headed, and they're getting desperate. China is indeed doing well with EVs, but "winning the EV war" isn't quite true, in terms of the fact that Tesla still has an enormous part to play. Everyone else though, pretty much, is doomed. In 5 years it will be Tesla and China - but there is plenty of room for both. We should only look at EV sales as a percentage of overall vehicle sales from now on, not individual market share of EVs. That is now irrelevant. Tesla and the top Chinese brands will continue to cannibalise ICE sales, not each other's sales per se. And once the "scared" PHEV buyers realise that their next car will be a full EV, after they've dipped their toes in (but realised that they are still driving an ICE car, burning fuel and requiring servicing), it will all come crashing down like a house of cards. We have reached the innovation tipping point, it's just that not many people can see that. And then there's autonomy... well... even fewer people can see that.
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