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I'm quite skeptical of this plan. I'm not sure they'll be able to produce models this cheap in a few years. I'm sure it would be a great step. Cheap EVs are one way to win for me.

If they could do it that's fine, but as you write, it doesn't seem likely either

What else is there for them to do, however they have a wide portfolio of brands/models and they have decent margins on those.