I am hoping that VW and others can get to scale quickly. If priced correctly (not too high), I don’t see why VW won’t be able to sell every car they are able to

I am hoping that VW and others can get to scale quickly. If priced correctly (not too high), I don’t see why VW won’t be able to sell every car they are able to make. The key thing when looking at these metrics are that it is primarily a supply defined market rather than a demand defined one. And, it is about offering a low enough price such that the market will buy it - while hopefully gaining some positive margin on each. The outselling of Tesla I’m not going to take at face value yet until Tesla’s Berlin factory comes online. Note that Europe sales thus far have been dependent on imports and that it’s quite likely Tesla has been focused on delivering and collecting cash on NA/Asia sales and having the European customers wait a few quarters.