Any delivery figures for e-tron and taycan? How many i3s and i8s were delivered in 2018? So far they produce a magnitude less vehicles than Tesla. Future promises often turns into new promises rather than deliveries, the E-tron was introduced 2009 and has been promised so many times in between but it is first now we start to see small scale. And range and effiency is much worse for the E-tron than for the larger Model X:
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Tesla made like $3B i FCF in the last two quarters. This is not small by any means. The reason their profit is not higher is because they pay back loans and invest new production capability.
Once competitors... If competitors wanted they could. At some point companies like Jaguar, Volvo, BMW who are seeing their market cap and profits becoming much smaller than Tesla might want to actually do it. But why not do it already if they can?
EVs are rapidly getting close to having a lower TCO in many places around the world. That is why we are seeing figures for sales explode in China, Norway, Californa etc and we will soon see figures explode in many more places.