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One of the things that technology enables is lower barriers to entry. In the past, you had to be horizontally integrated to make a car. Even Tesla, to some extent is massively horizontally integrated as they are first movers.

Technology enables global supply chains. Electric cars may have fewer moving parts. The result is a "narrower" approach to integration where you can rely on others for important or critical parts.

Assuming they can make this car reliable and cheap - the makers only need to focus on marketing and selling to make it successful.



Even traditional car makers have a long list of suppliers, for many key components including entire drive trains.


Did you mean vertically integrated?


Yes - sorry - long week!

I meant vertically integrated, meaning a car company needs to control their supply chain.




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