zlacker

>>surpri+(OP)
Despite being massively impressed by those EVs I can’t help but wonder what the end games will be for all these EV makers that are ALL losing money. Worldwide only BYD and TESLA are actually making a profit. And leaders of the market seem to have little enduring advantage. Who remembers HTC smartphones that were all the rage? If someone comes up with actual autonomous driving, it’s gonna sweep all the net profits away just like Apple did with smartphones. And it probably will matter little if the autonomous software is run on ICE or BEV platforms.

>>meyum3+HS1
The end game for many is to go out of business, get bought up by competitors and consolidate like _intended_ outcome of other PRC industrial policy. Set up competitive enviroment to force producers speed run to a $250 model-T while everyone else could only make cars for $1000. The entire point is to have so much competition to force manufactures to improve processes/drive down prices/affordability in short time and then settle with a few large but sustainable survivors that are globally competitive / can compete with western incumbants. Entire EV stack also interesting in that it sells EV piles, other electricity infra. Eventual autonomous driving = large network sensor fusion = cheap EVS with lots of sensors can push PRC telco/surveillance hardware, semi/data etc etc. Lot's of high value industiries, also dual use, and we can extrapolate where that could go.