I honestly don't know how the Big 3 will be able to fiscally handle the UAWs demands all while tooling up for an EV future. They'll have to raise prices of existing profitable vehicles (trucks & crossovers) in order to pay for all this. Meanwhile Tesla will be miles ahead in terms of technology and room to lower prices while still turning a profit, and if any of their foreign competitors are able to successfully come up with an attractive EV crossover (admittedly a big if), then they could be in for some real trouble.