I think in some ways VW group has more experience with making/selling EVs than Tesla. They might not have the volumes of a single model, but they’ve been selling a much wider range of models than Tesla has for a fairly long time now.

They still have a few years to improve their EVs, and when people really start to switch their gas cars with EVs in large volumes they have the benefit of being well established while having a wide range of model that can replace any of their old gas car offerings.

I’m not 100% sure that Teslas strategy of superoptimizing 3-4 bland models is a winning strategy in the very long run. People like to buy cars that fit their needs and personality.

Tesla is taking way too long to develop interesting models, and the Cybertruck, while interesting, might be too weird and flawed to be a big international success in the long run.

Though if the bet on robotaxis pay off, I could see Tesla being a huge success in the future as well. I’m just not sure if that’s going to actually happen. Or if Elon will bet too much of their development efforts on it too early, and thus run out of steam before it takes off.