[simondotau]

Who are you trying to convince?

Nobody is saying Toyota are "going away". They will remain a major auto-maker, but I doubt they'll be in first or second place in 2030. It all depends on how quickly the economy car segment transitions from ICE to EV.

Toyota is a hybrid leader but an EV laggard. Their decision to dip toes into many electrification strategies is going to prove costly and wasteful.

> The Leaf is one of the best selling EVs in the history of EVs.

Despite being on the market for eleven years, it's already a distant second to the Tesla Model 3. Tesla sold more EVs in one year (2020) than Nissan has sold in a decade (2010-2020). And the future isn't looking bright: 2020 was the worst sales year ever for the Leaf.

The Nissan Leaf is much like the Prius was a decade ago, a darling of certain early adopters with near-zero mainstream appeal. But at least Toyota took their hybrid investments and successfully applied them to mainstream vehicles like the RAV4, Highlander and Camry. Nissan haven't leveraged their EV investments, they squandered them.

> The reality is Tesla is raising prices again and again

Tesla have been raising and lowering prices as their costs have changed. Recently the cost of raw materials like steel, aluminium, copper and lithium have skyrocketed.

This is what happens when you don't have a network of dealers: you can't conceal month-to-month manufacturer price fluctuations behind dealership negotiation.

> Meanwhile Volkswagen is reducing prices on the ID.3 and ID.4.

Because they flopped. For all the hype surrounding their launch, ID.3 and ID.4 are outclassed in nearly every respect by equivalent EVs from Hyundai—including range, efficiency, performance and driving dynamics. Teardowns of the ID.4 have shown that MEB isn't even a real EV platform. It was all hype.

[clouddrover]

> Because they flopped.

Sorry, but this is just naive. Volkswagen has 26.5% of the European EV market in 2021. If the MEB platform is a flop then I think Volkswagen will very much like to continue that flop.

> Teardowns of the ID.4 have shown that MEB isn't even a real EV platform. It was all hype.

I don't know what that's supposed to mean. I don't think you know either.

[simondotau]

In its inaugural sales year this brand new, intensely hyped, domestic branded, locally manufactured product barely edged out sales of a foreign branded, fully imported, three-year-old vehicle with an import tariff price penalty.

It's well known that a LOT of people in Europe are holding out on their purchase of a Tesla vehicle until the Berlin-manufactured Model Y becomes available. Let's see how the market share numbers look then.