Economic barriers to entry are typically listed as the key hurdle in new entrants to the car industry. This may come down in the future as skateboard electric power trains become more widespread.

But it’s not just stuff you think you can make yourself, a lot of it is finding and ordering parts from those parts that already exist. Sourcing parts and establishing contracts for delivery and quality and having the cash to pay for those is insanely complex.

That said, of course you can become a coach builder for very little money relatively speaking. This means churning out one offs at huge sale prices because you can replace expensive equipment (see: capital investment)with inexpensive equipment and labor.

Scaling is damn near impossible and almost killed Tesla numerous times - it will probably kill some of the newer competitors like Lucid over time once VC firms are no longer subsidizing loses

Anecdotally they’re probably talking about Ford eating a bunch of shit and cutting a billion or two from previous economic forecasts chalked up to EVs. This type of data wouldn’t be published collectively as it would have a severe chilling effect on certain auto manufactures equities.

But if you’re inclined to, pull MB, BMW, VAG, and Ford commentaries from their last few quarterly investor relations calls and you should see a pattern. Bullish in 19-22, neutral in 22-early 23, negative neutral in mid 23.

Have a new Ducati and my break in service allows for higher RPMs than pre break-in service, it’s basically limited to around 7500 RPM with 6 K being the warning. Post break-in 12500. May not be a remapping but gets rid of throttling on the ECU

Whiff to not mention the EV90 from Volvo, it’s going to be priced similarly at the top end