[justina1]

I think you'd actually see the opposite. Tesla is building additional EV capacity at an absurd rate, onlining a 500k/yr capacity factory almost every year the last few years (Shanghai, Berlin, Austin) with more on the way (Mexico).

[paxys]

Volkswagen is up to 572K EV sales per year despite only starting to focus on the category in 2017.

[NovemberWhiskey]

Well, in the US, Tesla had 74% of the electric vehicle share in January 2022. It had 57% in January 2023. That seems to tell its own story.