> getting squeezed out of the high end by legacy automakers where their lower cost batteries don’t matter as much. They are absolutely fucked on the low end as soon as Chinese cars enter the picture.

The deep irony here is that after ~15 years of trying ti differentiate from the legacy American automakers, they land in a very similar competitive position. Chinese EVs are in the process of running the table outside the protectionist markets of the EU + US/Canada.

Eventually those protective barriers will fall as they protect a relatively small number of citizens by taxing the majority. It remains to be seen whether the US and European domestic producers will survive.