This seems like a smart approach for building a new EV brand 10 years after the first gen EVs launched...
Modular system with one simple frame
Lean heavily into customization options
Lean heavily into winning the low-cost market (the first point is a requirement to do so)
For me, the big unknowns right now are:
How quickly can they scale up production? (they have Amazon backgrounds and funding, which makes me think they're serious... but scale is also very hard)
How much does it cost with a 240 mile range? (i'd say 240 miles is the minimum viable range for an EV these days, the 150 base package will act more like a 100 mile EV in winter)
This seems like a smart approach for building a new EV brand 10 years after the first gen EVs launched...
For me, the big unknowns right now are: