It seems to me that Tesla still makes the best functioning EV if you overlook their warts like being all proprietary, difficult to repair, and so on. Even the b

It seems to me that Tesla still makes the best functioning EV if you overlook their warts like being all proprietary, difficult to repair, and so on. Even the best EV sucks compared to an ICE car, and that is reflected in demand. Furthermore, Tesla is essentially competing with China, which they rely upon for many components and which seeks to cut them out of the domestic market. I don't think any Chinese EV is actually better than a Tesla but it is cheaper for various reasons, and that can cut into their market share. Remember, the Chinese government is investing heavily in EV tech and they basically force their citizens to buy the things regardless of how good they actually are. It would be foolish to think that they will always suck compared to Tesla. The Chinese government is willing to lose money to put every Western manufacturing company out of business. You can't compete with that, their protectionist policies, or even their cheap labor, without serious protectionism of your own.