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bjackman 3 hours ago

Speaking of variety in the market: does anyone know how the capital barrier for developing an EV compares to a combustion drivetrain?

I wonder if, now that China has a developed supply ecosystem, it's becoming possible to build a car with lots of commodity/white-label parts. And I wonder if, as the quality of this supply chain improves, that means we'll start to see more small players emerge?

(Pure speculation)