GM has a ton of EV models and has been doing a ton of EV investment, R&D, etc. How can you say they’re somehow not EV enough? I think this article’s author is an absolutist and believes any company that doesn’t go 100% EV regardless of market demand is stupid. I think that’s irrational. And I love my EV. But it’s going to take 20 years or more for the entire country to even get to a place where all your suburbanites can afford the $5,000-$10,000 for the panel upgrade and wiring to charge at home. And they are the easiest to win over. Urban is tougher (and I assure you, many people drive in cities!) due to lack of residential garages, and parking garage facilities don’t have sufficient capacity to “just” add 500 level 2 chargers. Typical 500-car garages today have about 5. And of course rural has longer range needs which raises cost.

Or if you’re one who thinks home charging isn’t a necessary prerequisite to make EVs attractive, it’ll take that long for fast charging tech to improve even more, and for those public fast chargers, which cost hundreds of thousands of dollars and need tremendous amounts of power which needs to be brought in, are gonna get built.

And you might argue either is a roadblock that can simply be blown up by strategically placed money bombs, but no Western government has that much money just lying around. The $7,500 handout (that mostly padded EV margins) was the best they’re gonna do. The government isn’t going to bankroll every shopping center in America to put in 10 350kw fast chargers at a cost of $5,000,000 per site, or pay $7,000 for every home to get a service upgrade. And even if they did this, it would take a decade just to build and install all that to get to 90% EV adoption. My point is gas cars are going to be popular and sell well for 1-2 decades more at least. “Retreating” from those would be the real bonehead move.

Tesla is also retreating from the being a car company, at least they don't see being a company that sells electric cars to consumers being a great business to be in long term.

The third-biggest BEV maker is VW AG, a legacy car brand. Likely soon the second, given their hefty (33% last year) growth vs Tesla’s modest shrinkage; unless something changes they’ll overtake in a year or so.

Tesla is a hype company more than a car company. Also, me personally, I consider them all rolling coffins.

I feel that Renault is also standing out as a company that's going in the opposite direction.

I thought Totyota is still one of the EV leaders. Alongside Kia and Hyundai?