It's going to take time for the industry to ramp up volumes, but my sense is the commitment is there now. Many EU countries are banning new ICEs in just 11 year

It's going to take time for the industry to ramp up volumes, but my sense is the commitment is there now. Many EU countries are banning new ICEs in just 11 years; that's not a lot of time to make a full transition. If Tesla went bankrupt tomorrow, I don't think the overall ramp would slow down much, and it'll ultimately end with production far higher than what Tesla alone can achieve. If Tesla (and Nissan) never existed, this entire timeline may have been offset by 5-10 years. I believe they deserve credit for lighting the fire, but by now it's self sustaining.