Why now? Tesla are also improving and, from what we know, they're making bigger better (megacasting, cell to pack, FSD computers, etc). What's the competition's

Why now? Tesla are also improving and, from what we know, they're making bigger better (megacasting, cell to pack, FSD computers, etc). What's the competition's plan exactly? They'll be hard at work to try not to cannibalize their ICE sales in the meantime, too, since their resources to invest in BEV comes from ICE sales.