ICE makers now face a huge risk of unsold inventory. Imagine Toyota with even 2-3% unsold due to people wanting electric or keeping their old Toyota's that las

ICE makers now face a huge risk of unsold inventory. Imagine Toyota with even 2-3% unsold due to people wanting electric or keeping their old Toyota's that last forever. Thus, they're stuck in a pattern of under-building that reduces demand due to the many alternatives - it could be a vicious cycle. Couple that with access to China: Toyota not so much, but Tesla is allowed to sell there because it put a factory there and uses BYD batteries. That's another vicious cycle: dealing with the devil to access that market only empowers the devil. So it has little to do with EV's or with the Tesla model Y.