> US suppliers are fine and won't go bankrupt, they can just focus on serving...
For a while, US automakers thought the same of Japanese, then Korean car manufacturers, and Musk laughed at Chinese EV makers in an interview >12 years ago. People learn and get better at making things until they catch up with the frontier.
Chinese EV makers have a few interesting technologies especially wrt. batteries but they're still very far from catching up to the frontier in a general sense. From that narrow POV Musk was absolutely correct.
What is the "frontier" in EVs that Chinese automakers are yet to achieve? And what automaker is at this so called frontier?
EV =/= software-defined vehicle, and Chinese EVs are doing well in both areas
What the hell are you talking about? They have batteries that charge 0-80% in 5 minutes even at -30F. More full featured EVs at half the price with similar acceleration rates and higher top speeds. Total ranges are comparable or better. What is this frontier you speak of? I think the only thing US companies are far ahead on is self driving.