The EV market is in a strange spot. Tesla knows how to make an amazing battery electric powertrain & software experience but struggles to make the rest of the car. (I rented a low-end ICE Mazda and the interior build quality was sooo much better than our Tesla. A few generations beyond.)

Meanwhile traditional auto makes can't seem to create compelling BEVs. The initial offerings from Toyota & Mazda have been terrible. I am surprised that the Ford Lightning hasn't done better. It's a great truck, that can't seem to compete with itself (cheaper gasoline versions). I'll be curious to see how the electric Escalade does. That thing looks incredible and I think is the right brand / market for a premium SUV.