Editing Openai/693db1ee-4264-8013-b384-b74def16f959 (section)

=== Assistant: If Toyota does not seriously move into EVs over the next 10 years, the consequences would be severe, even for a giant l… ===
If Toyota does not seriously move into EVs over the next 10 years, the consequences would be severe, even for a giant like Toyota. Here’s the clear, no-nonsense breakdown.

==== Governments are forcing the shift, whether Toyota likes it or not. ====
* EU: New petrol/diesel car sales banned by 2035
* UK, Canada, parts of Asia: Similar timelines
* China: Already EV-first; Toyota is weak there in EVs
* US (states like California): Aggressive EV mandates

👉 If Toyota doesn’t comply, they simply can’t sell cars in these markets.

==== Brands that go EV-first will take Toyota’s customers. ====
* Tesla, BYD, Hyundai–Kia, VW, Chinese brands
* Even budget buyers are moving to EVs
* Younger buyers expect EV options

Toyota risks becoming a “legacy brand” instead of a leader.

==== ICE (petrol/diesel) development will become: ====
* More expensive (emission compliance costs)
* Less scalable (shrinking volumes)
* Politically risky

Meanwhile, EV makers will enjoy:
* Lower long-term production costs
* Software & subscription revenue
* Battery supply chain control

Toyota could survive—but with much lower profits.

==== Toyota’s strength is hybrids. But: ====
* Hybrids are a transition technology
* Regulators increasingly treat hybrids like ICE
* Some countries already plan to ban new hybrids

Hybrids buy time—but not 10 years.

==== - Battery experts, software engineers, AI talent go where EVs are ====
* Suppliers will pivot to EV platforms
* Toyota risks internal skill decay

This is how big companies slowly die—not overnight, but structurally.

==== Investors care about the future, not the past. ====
* EV laggards trade at lower valuations
* Capital becomes more expensive
* R&D budget pressure increases

Toyota’s brand alone won’t protect its valuation.

==== No — Toyota wouldn’t collapse. ====
But it could become something like:
* “The Nokia of cars”
* Still alive, but no longer dominant

==== Toyota must: ====
* Go full EV in key markets
* Use hybrids only where EV infrastructure is weak (like parts of Sri Lanka, Africa)
* Accelerate solid-state battery development
* Partner aggressively (not slowly) with battery and software companies

===== If Toyota ignores EVs for the next decade: =====
* ❌ Loses markets
* ❌ Loses relevance
* ❌ Loses profits

Moving late is survivable. Refusing to move is not.

If you want, I can also explain:
* Why Toyota has been slow on EVs (it’s not stupidity)
* Whether hydrogen can realistically save them
* How this affects countries like Sri Lanka specifically