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

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