Comment by epolanski

I think they can catch up later, spin off some electric project to build know-how without going all-in releasing so many models.

Mercedes-Benz sells 9 different fully electric models and that ignores their trucks and vans.

BMW sells 9 different fully electric models across their BMW/Mini/Rolls Royce brands.

Volkswagen sells more than *30*.

I don't think western automakers can compete in any case unless they can either differentiate their offering or significantly lower the cost of core components like batteries.