[t$]

for me, i have little interest in an EV M / sports car. Ill hang onto my 3 pedal ICE to do the 20% of fun driving and eventually I'll buy something efficient to replace my 4runner for the 80% of boring driving I do -- but it definitely wont be an M car. the one car for all purposes thing doesnt make sense to me (unless you are severly parking limited) -- sure that one guys friend has a taycan turbo thats crushing buttonwillow, but personally Id so much rather have a regular taycan and a cayman or 911 for the track.

I also agree that very expensive/sport/luxury EVs seem like a dangerous path for auto makers right now, bc there has been a lot of pent up demand but it feels like thats starting to wane as everyone who wanted one has one. I read an article along those lines for Rivian -- they've mostly sold to everyone who placed an order and the future demand is questionable. Realistically how many people want/can afford a 100k electric sports truck.

the one factor that I could see forcing a much larger shift to EV would be high gas prices. Image what the demand for EVs would be if gas were $12-15/gallon. Only a very special ICE car for wealthy enthusiasts would make sense to drive at that point. i dont know much about the oil market but it seems plausible.