An electric car has far fewer parts, simplifying the supply chain.<p>Also the battery in an EV is a massive amount of the cost, and will be dropping on its own curve.<p>I&#x27;ve been reading this guy for years, and complaints like yours are typical,  but Naam has been far more right than his critics in the time I&#x27;ve been watching.  If he feels this is a conservative estimate then I believe him. He didn&#x27;t show his full work on why that&#x27;s reasonable, but I believe it would stand up to scrutiny.