VW stumbled pretty hard with the software for MEB, but the mechanicals are very strong. They are getting good efficiency numbers and have the toolkit to produc

VW stumbled pretty hard with the software for MEB, but the mechanicals are very strong. They are getting good efficiency numbers and have the toolkit to produce a ton of different EV models quite quickly. And there is no question VW is good at building cars. The real question is can VW figure out software before Tesla can figure out car manufacturing. Model Y sharing a large number of components with Model 3 is a decent start, but MEB is generations ahead on component and engineering sharing. Tesla was able to get out Model Y ahead of schedule, another good sign. Tesla's software development is pretty mature (though as an owner I'd say they are too willing to ship immature capabilities). Building a mature software engineering capability is not easy (which is why Ford has brought in so much former QNX/Blackberry talent for Mach E). Neither is building out a global manufacturing footprint that consistently delivers high volume and low defect counts.