Episode Details

EV prices are falling — and while that’s great news for buyers, it’s creating a brutal price war behind the scenes.

In this episode, we break down who can actually afford cheaper EVs, and why not every automaker is built to survive this phase of the market.

We explore:

• Why price wars are so dangerous in the EV industry

• How Tesla uses pricing as a strategic weapon

• Why legacy automakers like Ford and General Motors face structural disadvantages

• The hidden role dealers and incentives play in slowing price cuts

• Which EV programs are most at risk over the next few years

Cheaper EVs don’t just change what buyers pay — they determine which automakers survive.