So they have competition now, and they're spending more than they're making.

What are they spending it on? Maybe they're spending it on the same aggressive growth without which they'd never have achieved the head start they have now?

I'm not a Tesla owner nor a Tesla fanboy and my original comment was meant to be a bit tongue-in-cheek, but I have to say that your comment seems to me to be dripping with narrative.

Anyway, we will see, won't we? I've got my popcorn ready.