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> If FSD ever becomes a thing, they're the only automaker actually capable of taking advantage of it.

How does that follow? The other thread today talks about how catastrophically bad FSD is. Other carmakers have driver assistance tech that's as good or better (but they're not setting expectations sky high with "full self driving" moniker).

> VW still makes electric cars using chassis designed for ICEs.

Yeah, cars still have 4 wheels and a steering wheel.




> Other carmakers have driver assistance tech that's as good or better

Yes, but at what price point? I don't feel like splurging for an S-class just to get highway assist.

> Yeah, cars still have 4 wheels and a steering wheel.

This level of dialogue isn't particularly constructive. There is a material difference in the experience of the end user with a purpose-designed product compared with a square peg jammed into a round hole.

The two largest manufacturers by volume still have no effective answer to BEVs. Everyone agrees BEVs are the future, and Tesla is the market leader for BEVs despite what anybody thinks about their CEO. That is sufficient for their enormous valuation, since it seems nobody else has even bothered to roll out charger infrastructure, for example, even if they did design a competitive vehicle.


> Yeah, cars still have 4 wheels and a steering wheel.

That isn't really the issue. The issue is that they tend not to use space as well as purpose built platforms. This leads to either compromising cargo capacity relative to a purpose built platform or the necessity to make it larger and less efficient.

That isn't to say that they are bad cars. IMO, of the people building on ICE platforms, BMW is doing it best right now. The ix is a pretty good compromise all around. Charging is far from class leading, but range is excellent. I bet that is enough to make up for the slower charging for most people.




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