First I do not agree with your “EV is only ready in a few cities” argument. EV is a problem ONLY in large cities. In the rest of the country, just charge at home. You can even use your electric dryer plug, basically everyone has one.

Second, if large old groups like VW, BMW or Mercedes are so good at what they do, how do you explain that today there are ZERO of their cars in my large garage? How do you explain that Tesla is the largest represented brand on my office parking lot? How do you explain that every EV build today has Tesla in their crosshairs? It is simple, they missed the EV and software train and now they are a good 5 years behind. Like everyone else, they thought Tesla was going to fail. They were wrong (so far).

Can VW beat Tesla at their own game? Maybe yes. Maybe no. But by the time they do, it might be too late and Tesla might sell 500,000+ cars a year and be stable financially.

Opinions matter, especially when they are back by where ones $$$ goes.