[yurishimo]

I haven't seen any evidence that the "reliable" car brands are trying to change that dynamic moving forward. I think we are seeing a change in consumer behavior that leads to increased demand for new cars, but that is not connected to the reliability of the platform of the long term maintenance requirements.

If electric cars are actually simpler like all of these experts keep telling us, then in the next 3-5 years, we'll know which models are living up to expectations and which ones are not aging as gracefully.

The other thing to consider is the "old" batteries. If I can buy a used Nissan Leaf and harvest the batteries for a home-storage project after the frame kicks the can due to rust or some other problem, then I'm essentially able to keep those batteries as a form of equity on the vehicle. We also will see new companies popping up to address these home-battery conversion projects with plug and play harnesses to drop in your car batteries after the vehicle is no longer worthy of use on the road.

Sure, batteries will also continue to come down in price across the board, so that calculation also needs to be considered, but we're in this interesting middle zone where a lot of used EV value is being left on the table because the business market hasn't quite kept up with the demand for the next step in the lifecycle of modern EVs.