But the biggest advantage is not that. It's having electrical motors that are cheaper, lighter and more powerful (Munro has a great slide on that). It's having cells that are cheaper to build and better integrated (Munro was apparently blown away). It's having power electronics that are better. That's the kind of advantage that makes for higher margins and better products. I'd love it for others to surpass it, but it hasn't happened yet.
I'm not particularly in favor of Tesla, just EVs for several reasons. I do hope all the traditional manufacturers come out with great EVs. They just haven't yet.