ICE are to EV as HDs are to SSDs. My intuition is that because there’s a floor to the cost of HDs (I think at some point it was around $35) and no practical floor to SSDs, there might be a similar story with cars. I know it’s really a bad analogy.

Cars still need brakes (for now) and tires and lots of other stuff, but there’s a huge amount of infrastructure built in a car to help it blow up million year old leaves. EVs are simpler so should be able to be made cheaper (eventually).

Maybe that means that what we expect from a car changes. If it costs you $10,000 to do all the stuff for a gasoline engine then a $1,000 AC isn’t a huge addition and there are maybe a bunch of other thousand dollar decisions that get added to make the cars cost what they cost.

Makes me think of stuff that used to be luxury items that came in expensive packaging and came with expensive accessories and now the actual item is so cheap the old packaging costs more than the actual item.