You’re wrong about Toyota. They’re just not in the habit of rushing to market with empty promises. https://www.toyota-global.com/innovation/environmental_techn...

The point about Panasonic is pretty self-evident: Tesla isn’t going to win Asian markets if its upstream suppliers are all in Asia. They’re effectively a middleman and they’re paying for the right to be in-country. It’s not hard to see them being squeezed out by local firms.