What are the biggest cost centers and differentiators for EVs? I have heard that a big reason why traditional automobile manufacturers are behind is because they don't have the software foundation that Tesla does. I imagine the "skateboard" integrates software, electronics, batteries and motors in a single platform, but will that be enough to counter Tesla's competitive advantage, while being able to differentiate the product enough from other folks using the same platform?

I wonder if an Android like fragmentation of the market makes sense here - a company like Google developing and maintaining the software, another customizing it to fit inside custom hardware.