It's pretty obvious that the EV shift is beginning. Definitely still early, but definitely beginning. And it's pretty obvious that Tesla will be the Apple of the shift. Maybe not with majority share, but a premium brand with majority profits. There will be companies that will make the shift but sort of be in the Android type of world. Doing well, but not super top brand. Sharing an infrastructure platform that never quite works as well as Tesla's. So the question is, which current car companies are going to miss the switch, cling to the flip phones (ICE) too long and become the Nokia, Blackberry of the car world?