Earlier quoted context omitted.
To be fair, exactly that level of investment in process and conservatism around change is arguably what led them all (literally every single Japanese manufacturer) to miss the boat on EVs. Basically, getting to your last sentence: you have the wrong threat model. Making "cars better" is great if what a "car" is doesn't change. But what the market wants is "better cars".
Every single Japanese manufacturer? Nissan has been and is doing great with the Leaf. They discontinued recently, but only to replace it with a new EV, not because it was doing badly.
In Q3 this year, Nissan is in 10th place, with 6000 EV's sold: https://caredge.com/guides/electric-vehicle-market-share-and...
If you look at numbers from a couple years ago compared to now, most of the other manufacturers are way up, whereas Nissan almost looks like they've already plateaued.
Also, apparently the Leaf successor won't go into production until 2026? https://electrek.co/2023/05/19/what-we-know-nissan-leaf-ev-r...
That's crazy if true. What the hell has Nissan been doing?