OVERKILL
$100 Site Donor 2021
Those actual carmakers who have been building ICE vehicles for 100 years are the ones who have their work cut out for them. Building a proper EV is more than taking an existing chassis and body design and adding batteries and an electric motor.
Have you seen any of the YouTube videos of Tesla's production line ? Highly automated using robotics, and each new factory that Musk builds is an improvement on the Fremont factory with the knowledge based upon experience.
Those actual carmakers simply don't have, and likely never will have the capital needed to build cars in a 21st Century manner. They will continue to use old methods with band aid upgrades and assemble them with overpaid UAW workers. They will be forced to buy outdated battery technology from outside vendors while Tesla will eventually be making their own batteries with the best performance.
I think EV startups have a better chance of competing with Tesla. Provided they can raise the capital, at least they will be staring with a clean slate and emulating some of the technology that Tesla has pioneered.
If you haven't watched the Audi e-tron assembly video, it's quite good.