I don't even know why I'm responding, but...
Yeah, it's a learning curve with ANY new model let alone a new power plant. But, having done this many years for many manufacturers, they do have plans for this from not only manufacturing, QA, service, support and dealer support but also from R&D and testing going in. MOST of these companies already have a full EV in their FAMILY of vehicles, internationally at least. They have been doing it long enough to know where many of the knowable problems can be. So, it's not the same learning curve as a TESLA had with their prior objectives. Most OEM's are also not putting it all out there with these vehicles either. Tesla has been pushing the envelope on both the product AND the company and more recently certainly from the manufacturing standpoint. I said from the beginning, ramping manufacturing is HARD regardless - and we saw just that. We're STILL seeing it.
I'm less concerned with the legacy OEM's ramping much more modest BEV vehicle numbers into their pipeline than I am about Teslas balance sheet and cash flow situation.
I see where you are coming from. Where some of the difference in view comes in is that the legacy makers still haven't seemed to really get it (other than maybe VW). For example, the insistence on continuing to shoehorn an EV into an ICE design. This is part of the reason why the Tesla vehicles are the safest vehicles made. Even more, the legacy manufacturing expertise doesn't really apply to EVs. I mean, it does in some limited ways, but the overlap is much smaller than most people think. It is definitely smaller than what I thought it was before educating myself.
To me, the biggest risk for the legacy makers is collapsing sales preventing them from having the money to finally do it right and make a worthwhile EV. But as Mercedes, BMW and Daimler are already discovering, that ship may have already sailed. Ford still lives because it will take years for Tesla to make a truck, but they are
already hurting, downsizing, restructuring, to try and save themselves. My fear is that it is too little, too late. Too much of Ford's brand identity is tied to coal rolling.
And I say fear because I am afraid. I don't like the economic impact of the legacy makers folding or hitting up the federal government for
another bailout. It will cost jobs, and it will cost more jobs than if they had just manned up and accepted and pursued EV instead of stalling and trying to kill it. I'm looking squarely at GM, there. The company could die for all I care given the harm its done, but I have relatives who work there and that isn't fair to them or their families. GM should do the right thing.
So I'm not that concerned with the legacy makers ramping up their EVs, but I'm concerned with their offerings being generally meh and even the better ones not providing a compelling reason to purchase them. If the best you have is that you can buy it now rather than wait for a Tesla... that's a risky game of chicken to play with Tesla's aggressive growth plan.