Any one that can actually sell cars to the public that is. There is a good argument to be made that the cap should have been US wide and not per-company, becau

Any one that can actually sell cars to the public that is. There is a good argument to be made that the cap should have been US wide and not per-company, because now it’s incentivizing late-movers who didn’t have to carry the initial higher R&D burden. There’s even a small chance this might actually be amended by Congress. But on the flip side, a per company cap diversifies the knowledge and experience and drives increased competition, even if it is late to the game.