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  • This is a surprise? Anyone watching EVs for more than a few minutes knows that Toyota has been pushing back HARD against EVs, with other Japanese automakers doing effectively nothing to make the transition. Western automakers have been forced into it, either by scandal (hi VW) or having Tesla eat their lunch.

    I expect Ford to make it, barely. GM will make it, at a cost. Toyota and Honda are too big to fail, they'll just spend their way out of their own mess. It's a matter of what brands will be reduced to niche manufacturers or have themselves bought out instead of going bankrupt. Stellantis has already sold themselves to Leapmotor, and will succeed or fail based on that JV.

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