BYD sure, but I have serious long-term doubts about teslas ability to capture any significant market share. They’ve dropped to their lowest level in the US since ~2017 and frankly their products are awful.

We just bought an EV last year and tried everyone. The teslas were the second worst in our opinion. The worst were the rivian products, just horrible UX, poor engineering, poor assembly, clear rent-seeking behavior, etc.

BMW, Ford, and GM make better vehicles and better EVs.