> Are they really just to be reckoned with now? Given that they're claiming it'll make it into customer hands no earlier than 2027, and there's countless ways

> Are they really just to be reckoned with now? Given that they're claiming it'll make it into customer hands no earlier than 2027, and there's countless ways a new technology can take longer than predicted, and Toyota has no experience manufacturing battery cells anyway, no. They're still not a company "to be reckoned with" yet. Toyota might well end up being the Nokia of the EV world, modulo the Japanese Government's preparedness to do GM-style bailouts.