Yes, VW knows how to build cars, and manage all the aspects of the process, both technical and political, with plants spread through multiple countries continents.

And VW knows how to do that at scale.

> It will take time to shift an entire entrenched organizational culture to focus on EVs...

That assertion makes no sense, specially because VW does not need to switch the focus of anything. It's another power plant with a particular set of requirements, and VW is already handling those for decades and at much larger scale.

And production-wise, VW is orders of magnitude more capable and experienced in handling entirely different production processes.

Let's put things into perspective: Tesla is currently redlining its production process, including resorting to tents to perform ad-hoc extensions to the company's plant, just to reach 1% of VW's current production capacity, and currently VW is actually scrambling to keep entire factories with a residual production line for non-technical or economical reasons.

In fact, the Audi e-tron is coming out soon and it is based on one of the most popular VW group compact crossovers, which is a much hotter market segment than sedans.

I know a lot of Tesla owners and they don't rely on superchargers when they travel. They just drive one of their other cars, or fly. The superchargers are not as big of an advantage as they seem to be, especially in urban areas where they are overcrowded. Futhermore, they are not free for owners of the Model 3, and usage is free only under certain limits for owners of other Tesla models: https://www.tesla.com/support/supercharging

What do you mean by multi-decade infrastructure investment? It hasn't taken Tesla multiple decades to spin theirs up. If you mean it's a multi-decade commitment, well sure, but it's very clear at this point that VW (and others) are going to make that commitment.

Also, it seems rather likely that actually there will be a much better commodity charger network, running on an open standard, set up. Seems unthinkable that it wouldn't be the case, actually, probably even legally enforced by regulation if necessary - though it will probably just make economic sense for all manufacturers to agree to this and evolve naturally.

If VW can launch a quality product with way more supply than Tesla, they'll sell more. Tesla is doing most of the marketing for EVs, VW and other auto makers just need to meet demand. There's far less customer loyalty on things like cars than computers or online services, so it'll come down to value.