I think Tesla is a special case given Musk's close relationship / enabling of Trump. The chairman of BYD does not appear to have succumbed to billionaire brain

I think Tesla is a special case given Musk's close relationship / enabling of Trump. The chairman of BYD does not appear to have succumbed to billionaire brain yet. Shifting from Tesla to BYD, were it to happen, is fairly different from shifting from, say, Cisco to Huawei, as the CEO of Cisco isn't literally dumping hundreds of millions of dollars into the US president's campaigns. And in general, I think we're seeing "less tesla" and "more of all of the alternatives", whether those alternatives are EU-based or elsewhere. Finally, most of what we're seeing with Tesla sales is _individual_ purchasing decisions, not strategic moves by governments... yet. We'll see, of course.