Is there some reason to believe auto makers will be totally unable to shift to EV? Well no, but so far every legacy carmaker switching to EVs has seen a lot of

Is there some reason to believe auto makers will be totally unable to shift to EV? Well no, but so far every legacy carmaker switching to EVs has seen a lot of issues in scaling up their production capacity. I myself thought that VW would destroy Tesla in this regard, but they havn't. Note that I'm not saying that Teslas evaluation isn't too high in its current state - what I'm saying is that it's not _unreasonable_ that it is a lot higher than any legacy carmaker. And higher than a few of them together isn't unreasonable either since they make 5x the amount of EVs as Hyundai and VW makes together. This is while scaling production at a faster pace than those two as well - so the gap is widening rather than the other way around.