They have greater capacity to build batteries than any other car manufacturer.
They have a greater propensity to build BEVs than any other car manufacturer, since they are all dependent on dealerships who live and die on income from servicing ICE vehicles.
There is not going to be any rapid change to BEVs from established manufacturers. It will be all talk, no action until the last dealership closes down.
I didn't say they were big, I said they had scaled to a level where they were competing very well in volume with established brands (c.f. the Jaguar example above) and that by extension, this senseless prognostication that "Tesla is going to fail because they can't scale" is stale spin and you guys need to find new arguments. They scaled.
I mean, yeah, they built one big (heh, giga) factory instead of a few smaller ones. Your argument seems to be "OK, fine, they built one big factory, but they for sure can't build another!". And that's silly.
