Silicon Valley and the EV

From the SJMN: How Silicon Valley could become the Detroit of electric cars. I won’t argue that EVs are coming, and have been since the *1890s*, but what is the comparative advantage Silicon Valley has over Japan or Detroit, or any other manufacturing center in EV design. The basis of this is not going to be better integrated circuits, but better chemistry so batteries have longer range at lower weight. Surely with the high costs of both labor and land, the Valley has more valuable fish to fry.