Tesla employee or not they’re almost certainly correct, the barriers to entry in the automobile market are very high. Tesla made it, barely, through leveraging enormous amounts of Venture Capital. BYD made it by using even more enormous amounts of Government Funding and Venture Capital and those were both done in areas that already had stupendously high levels of ICE auto manufacturing.

Mexico has none of that and they’re competing with all of the established players. I wish them success but it’s extremely unlikely that they will succeed.