> The competition is mostly regular ICE cars with a battery bolted on,
Most automakers have long since stopped basing their electric cars on platforms designed for ICE cars that have have EV components badly squeezed into whatever space they can 'find'.
They've been making platforms designed specifically to include EV drivetrain components for a while, and many have shifted to EV-specific platforms.
There's also literally nothing wrong with platform-sharing, by the way; it's more efficient use of design, manufacturing, and service/support networks. The "it must be PURELY designed from the GROUND UP to be a EV" is largely marketing who-haa that hasn't been relevant for a while.
The Ford Lightning? It's largely based off the F150. Who cares? It's still a brilliant car that has been selling like hotcakes and will convert a TON of good-ol-boy types to driving an electric vehicle.
But here's a list of cars with EV-specific platforms:
* Audi e-tron
* BMW i-series
* Chevy Bolt and Bolt EUV, as well as their entire Ultium platform of cars, which I believe includes the HUMMER)
* Porsche Taycan
* Ford Mach-E
* Hyundai Ioniq 5 (and Kia equivalent)
* Lucid Air
* Rivian
* Mercedes EQS
* VW ID series
* Polestar
I'm probably forgetting some?
All have things Tesla doesn't: an extensive dealer network for sales and service, a healthy parts distribution channel, the build quality and reliability people expect from such an expensive car, no worries about bullshit like being banned from getting parts because the company thinks your vehicle shouldn't be on the road, transmission/motor units that are properly sealed so they can be driven in heavy rain and through puddles without issue, windows that spontaneously shatter, their cars randomly braking on the highway, self-driving systems that like to slam into the back of emergency vehicles on the shoulder...