While that is a key driver, I think they are also watching the demand curves - the response to their F-150 Lightning and long waiting lists for people who want that and other EVs is the other big driver. EV is now mainstream, like it or not. If people did not want these cars, there's no way they'd be buying them. I'm not saying they're good, or better than ICE, or whatever, but I am saying a significant portion of the buying public, including those with 5 and 6 figure vehicle budgets, are interested in these rides, and the manufacturers are going to meet that need.