The two assertions may not be in conflict. There may not be demand for EVs that are rehashes of ICE designs (and not just in “looks” but also in engineering compromises made to retrofit EV to a body originally intended for an ICE). Also, there may truly not be sufficient demand for EV in the bread and butter market segments traditional “mature” automakers address (and corporate/union socio-political factors might stifle an internally created Tesla, similar to what happened to Saturn in GM).
