It is less about portability on sales and more about the ability to drive R&D.
The technology will continue to improve. If they fall behind, that will be what really tanks sales.
They have a lot of cash but they need to keep feeding the R&D on batteries, charging, software, and cost reduction tech.
Their biggest protection is tariffs since fairly large markets are locking out all their real competition. As long as those are in place, they will be able to soak up much of the EV demand.
It is less about portability on sales and more about the ability to drive R&D.
The technology will continue to improve. If they fall behind, that will be what really tanks sales.
They have a lot of cash but they need to keep feeding the R&D on batteries, charging, software, and cost reduction tech.
Their biggest protection is tariffs since fairly large markets are locking out all their real competition. As long as those are in place, they will be able to soak up much of the EV demand.