Doesn't matter if you like or dislike the T-word or EM-himself. Fact is they have built one hell of an experienced/industrialized muscle in this field. That experience is priceless right now - Ford, VW, GM etc. don't just need to run-as-fast, they need to run faster. All the while not repeating the mistakes that others were allowed to make when there were less optics on the problem. This technology change is going to be a capital-intensive, painful experience for the incumbents.