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> Yet, despite investments that add up to many billions of dollars, none of the major incumbent automakers seems to pose much of a threat to market leader Tesla

It depends where you're talking about. Here are BEV sales figures for Europe (currently the world's biggest plug-in market i.e. BEVs and PHEVs) for December and 2020 in total:

https://ev-sales.blogspot.com/2021/01/europe-december-2020.h...

https://insideevs.com/news/482202/europe-world-biggest-plugi...

In 2020 in Europe the Renault Zoe was the best selling model and Volkwswagen Group was the biggest BEV manufacturer (VW owns 12 automotive brands: https://www.volkswagenag.com/en/brands-and-models.html).

> The reason why consumers still choose Teslas over products like Audi’s eTron

The Audi e-Tron was the best selling BEV in its category in Europe and the best selling BEV overall in markets like Norway:

https://ev-sales.blogspot.com/2021/01/norway-december-2020.h...

Different markets prefer different cars.



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