> manufacturers are just making gas cars with EV power trains. Tesla and BYD are making next gen transport.

From what I see online, Teslas, especially MS/MX, are actually quite like an EV-swapped Toyota than anything futuristic. A lot about their cars(exception being CT and Semi) are ICE-mass-market-car coded. They're car equivalents of ARM PCs in ATX form factor like NVIDIA's DGX Station, opposite to the likes of trashcan Mac Pro.