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The Existential Threat to OEMs
Is this an existential threat? I think, look, hyperbole aside, it's probably is. You have legacy automotive manufacturers that are again being forced not just by governments necessarily but by their customers in particular to take decarbonization and ESG a lot more seriously than they have in the past. The rest of the automotive market has been pulled kicking and screaming into this electrification push. And so I think it's a really quite frankly a tenuous tense time for any of these legacy OEMs.