That's certainly a way to view the data, but it's a way that ignores the trajectory of the technology and sets up The Big Three for complete failure.

The Big Three have not figured out how to make compelling EVs, without a doubt, but it's not the technology that's the problem, it's the leadership's product choices and failure of implementation.

Meaning that the entire industry will be pushed farther and farther behind in the race, only to be completely disrupted.

This will happen far slower than the transition from Palm to iOS-style phones, because the lifetime of cars is far longer than phones and are far larger investments, but the trend is inevitable. EVs are superior on so many different fronts that there's ~0 chance that gas and diesel engines persist except for a tiny fraction of future market share.

US manufacturers are trying to delay the transition as long as possible, which only ensures their own doom.

It's not just US manufacturers. Toyota, Nissan, Honda, Mazda, etc. are also falling behind on the technology, expertise, and platform development.

Koreans look competitive. It's interesting that the later the entrant to the market, the faster they are to adapt.

Vinyl is still doing great, better than CDs actually. Technical supremacy is useless, if the customer base wants nostalgia

Great against CDs because those were obsoleted by streaming. Streaming takes over 80% of the revenue and probably far more of the volume.

Your comment would be like if 85% of the market was EVs and you said that cars with manual transmission are still doing great, better than autos.

It's not just the Big Three, it's a boat anchor of the Big Three + Tier 1/2/3 suppliers. Tesla probably most vertically integrated of any, therefor most likely able to survive a major pivot.

Well, there's that one US manufacturer that bucks the trend, so it's not _all_ of them.