I think you are heavily underestimating the size of VW. For example Audi (a VW brand) is the direct competitor to BMW and Mercedes, while Porsche (and Bentley,

I think you are heavily underestimating the size of VW. For example Audi (a VW brand) is the direct competitor to BMW and Mercedes, while Porsche (and Bentley, Lamborghini) are aiming even higher. The only problematic brands are the ones like Skoda that try to build much cheaper versions of VW cars (so for them EV might double the end price). https://en.wikipedia.org/wiki/Volkswagen_Group https://en.wikipedia.org/wiki/Volkswagen_Group