I think the big challenge with Polestar’s product strategy is that they are pushing upmarket into a very well saturated space. P3 may be genuinely good, but it’s arriving in the wrong market at the wrong time.

Automakers need to figure out how to go DOWN market to pick up more sales (at least in the US).

This seems like the perfect time for Ford to implement the ‘direct-to-consumers-for-EV’ model. The dealers don’t want Ford EVs. EV consumers don’t want the dealers. Win win.