Tesla still seems like they're phoning it in to me. Where's the generational refreshes? Where's the Model 2, or any new regular consumer models?

Obviously Rivian and Lucid don't have affordable cars yet, but they seem to be moving in that direction, and they're clearly still trying.

I'm hopeful about Slate, though obviously they haven't sold anything yet so it's just hope.

I do think they're missing an affordable SUV (something that's a true 3-row SUV like the Model X but cheaper). And Musk has teased something like that recently.

And Rivian is about to make an affordable SUV. So overall, I am hoping that there is a vibrant ecosystem of EVs from companies that actually understand software (as opposed to many EVs that have shitty software). Not sure about Lucid.