[pokerhobo]

It doesn’t matter if Tesla is losing marketshare if they continue to grow deliveries >50% year over year while being production constrained

[clouddrover]

Volkswagen's BEV deliveries have grown 138% in the last 12 months, and they're still just getting started. It will be more and more, year by year.

It's not surprising that the world's biggest car manufacturers will manufacture cars, BEV or otherwise.

[skohan]

How long do you think they can realistically maintain a 50% YOY growth rate in deliveries? They're small enough now that 50% growth is very attainable, but that doesn't mean it's sustainable.