[altarius]

This may not be the case here and I couldn't quickly find data -- but Tesla has done "drops" in the past where they deliver many pre-ordered vehicles in a certain month and completely annihilate other EV sales that month.

That said, Tesla has undeniably strong sales. I have no idea how VW currently compares and if they are really going to make a dent.

Tesla currently has this high-end "halo" but as it's trickling down to more consumers, I think some of their high-price customers will migrate to Porsche, Lucid, Rivian, ID.Buzz (even the EQS) but they'll sell more cars to the broad masses. Then it will be interesting to see how regular customers feel about the $10k auto-pilot and supposed build-quality issues.

I don't own a Tesla but test-drove a few Model S and that acceleration is exhilarating, and vomit-inducing for back-seat passengers :)