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So maybe this is a dumb question but does this mean that whomever builds an "open" EV will win in the long run? My guess is not and people will just get locked into their "platform" vehicle in the same way that you are locked into Apple devices.


Not a dumb question at all. I would say that it means that there's a very real business opportunity for anyone who wants to compete with Tesla and takes the open route. Beyond that who knows, but the very fact that they're shutting down analysis as much as possible (they probably don't really care that much about hackers, it's the reverse engineering shops that all the major car manufacturers run that would be their big fear), suggests that what they have is easy to copy. Or reinvent.

History, I suspect, will be on the side of the battery makers.


I think you're right; openness is a cost to the manufacturer and a missed opportunity for market lockin.




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