> they are limiting their vehicles to same size packs basically forever Nope. Nio's current pack sizes are 75 kWh and 100 kWh. The 75 kWh pack replaces the old

> they are limiting their vehicles to same size packs basically forever Nope. Nio's current pack sizes are 75 kWh and 100 kWh. The 75 kWh pack replaces the older 70 kWh pack. Nio is soon to introduce its 150 kWh pack: https://cnevpost.com/2023/02/12/nio-150-kwh-pack-costs-as-much-as-an-et5-says-qin-lihong/ https://cnevpost.com/2023/02/12/nio-150-kwh-pack-costs-as-mu... You forgot about improvements in battery chemistry. Nio has thought about this more than you have.