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To me what's happening with these companies is electric powertrain+battery technology development.
Nothing in electric vehicles, outside of powertrain and energy storage, is fundamentally different than in IC-engined vehicles. Examples: steering, suspension, body (interior, exterior), wheels, tires, entertainment, navigation, etc. No new rules of physics are being written, or broken, by electric vehicles. ZF is in the middle in almost all of this non-powertrain tech.
Brakes are mildly innovative, if regenerative braking can be considered new technology. It's a stretch to do so imo. Regenerative braking is not new.
Electric vehicles require lighter weight to achieve range, this drives some new innovation.
But there are already criticisms of Tesla for interiors that are too spartan and chintzy, in the name of weight reduction to achieve range with still-evolving battery technology.
So there is a candle to which electric vehicles will be held, when it comes to interior comfort and luxury, in the vehicle segments where this matters.
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