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In reply to @edmundedgar
2/7/2024
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osama@osama
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
FoundersIn reply to @osama2/7/2024Founders
osama@osama
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
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