I'm not sure the article supports that conjecture. BMW said in the article that the current models are not "profitable enough" to scale up, meaning that they h

I'm not sure the article supports that conjecture. BMW said in the article that the current models are not "profitable enough" to scale up, meaning that they have profitable unit economics but think they can do better. Specifically, they think that the fifth generation is better than the fourth, and are working on a sixth generation. > “We wanted to wait for the fifth generation to be much more cost competitive,” Chief Executive Harald Krueger told analysts in Munich. “We do not want to scale up with the fourth generation.” Taking that into account, I would wager that scaling up would require big capital investments, so they want to optimize the timing based on when they feel the technology reached a certain profitability threshold.