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all good points. i think the difficult situation that's facing all ICE manufactures is not only they have to compete with each other for entry lvl compact sales, but also the fact that EV itself is drawing consumers away from ICE in general. and it just so happens that Tesla is currently the only luxury EV brand out there, so all the conquest sales will naturally go there.
but then again, it's hard to fully commit to changing your factories and supply chain for EVs when the potential return doesn't make sense after the cost.
your last point is very interesting too. personally i overlooked and compromised with the interior quality of the model 3 when i bought it because i wanted the EV driving dynamics and autopilot in particular. The question is how many ppl are willing to do the same for Model Y.
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