Exactly my point. They can design an electric car just fine, they can produce an electric car sans battery just fine, they can sell them just fine. They can't

Exactly my point. They can design an electric car just fine, they can produce an electric car sans battery just fine, they can sell them just fine. They can't setup scale-up battery production sites within years. That's why serious competition from traditional car manufacturers won't happen anytime before 2022. Chinese producers are a different story. They have the government behind them for resourcing (Lithium and Cobalt). I see Chinese manufacturers as the most serious possible competition. However, it's not unlikely the government will not allow exporting of electric vehicles on a mass scale since they will want to use them theirselves.