[maxerickson]

Multiple automakers have good enough electric drivetrains to really shorten the time Tesla has to fix their production volume and fit & finish issues. If they don't execute this year their decade of brand building is not going to amount to a whole lot (maybe they have until midway through next year?).

The other automakers aren't pairing the drivetrains with big expensive batteries, so they aren't selling them with big expensive batteries, but there's also only so much consumer demand for $45,000+ electric vehicles.