I don't understand the surprise in this article. This particular story is absolutely nothing new—the Germans and Japanese did it first to the US car market, which is inefficient, stuck in a bygone era, and propped up by government protectionism. Nearly all* American cars have been backwards in all metrics since about the 1970s.In general, if you wanted...
Reliability: Japanese.
Value: Korean, French, Japanese.
Performance: German, Italian, maybe every now and then British.
Luxury: German, Italian, British, and depending on marque, Japanese.
And today, Chinese marques are eating everyone's lunch on every metric in the EV sector because they have seen how everyone else builds cars, lorries, and buses for a while, learnt how to do it themselves, got rid of the ICE, popped a battery in them, and have been massively undercutting the market for a while now.
* I should qualify this properly to pre-emptively stave off the ooh-rah crowd: every now and then there has been a decent A-to-B car out of the US, like the Fiesta. Additionally there are models sold purely in Europe like the Ford Mondeo.
6/28/2026
at
9:32:08 PM
The EV-only companies build much better EVs than companies that also build ICE cars. It took Tesla to get EVs going in the US.It will be interesting to see if Slate's little electric pickup truck really ships at the promised price point. They're advertising and taking pre-orders.
Delivery dates are vague. "Q4 2026" probably means "a few demo units". Maybe in 2027.
Incidentally, the Donut Labs solid-state battery appears to have been a scam.[1]
They were supposed to ship electric motorcycles with it in Q1 2026, and we're almost into Q3.
"$25 million raised from 1,300+ small investors", says Electrek. Their "solid state" battery seems to be an ordinary pouch type lithium-ion battery, no better than a good lithium-ion battery.
CATL's CEO says that they're at level 4 (Component/breadboard validation in lab) of 9 in terms of technology maturity. That's worse than expected at this point. There are lots of announcements of "breakthroughs", and at least two test vehicles on the road (Mercedes and Ducati), but nobody has volume manufacturing working yet.
[1] https://electrek.co/2026/06/08/donut-lab-solid-state-battery...
[2] https://electrek.co/2026/06/25/catl-solid-state-battery-leve...
by Animats