I think we're going to see some really interesting things over the next 5-7 years as initial prices come down and operating costs stay low. It's going to squeeze the ICE market from both ends which could put them in a really tough position.
I'm reminded of the HDTV market about ~10 years ago when it seems that prices were astronomical. Now you can get a 4k TV for under $300.
I'll bite. Cars aren't 90% electronics, but TVs are. If you bought a BMW with everything but the drivetrain, it'd still cost a whole pile of money. Same with a Tesla. Sure the drivetrain might cost 20%-30% of the car's retail price, but even if you bring that to $0 you absolutely haven't made the car 90% cheaper for 5x the product.
Just because electronics have a _huge_ NRE (non-recurring engineering) cost and fairly trivial per-unit costs (like software) doesn't mean that the whole world works that way. Metal still costs real money because it takes energy to make/recycle, form, etc.
https://www.walmart.com/browse/electronics/4k-ultra-hdtvs/39...
Not saying you should buy from them though.