I think the biggest discussion in the EV space is still the Chinese manufacturers.
Sure, in our North American bubble they are barely an afterthought, but overseas they are growing rapidly and competition between the various brands is driving prices down as they rush into new markets.
Been going down this rabbit hole and it really makes you question the 5-10 year market trajectory if these guys can get into North America.
[MEDIA=youtube]VKvLM6MS6WI[/MEDIA]
View: https://www.youtube.com/watch?v=VKvLM6MS6WI