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IF they just market in China, Russia, India, Africa - keep the price down - they will do just fine. They don't have to compete in Western Europe, US, Japan etc. they can do fine in all 2nd and 3rd tiered countries.
Interesting to watch. They can follow tesla - plenty of smart people, they don't need to "out perform" Tesla. Just offer lower costs. you get the idea.
BUT it seems training in the use of parking brakes is a big need around the world.