I think I read in Walter Isaacson's Musk biography that when the Model S came out, it was using something like 10% of the worlds supply of Lithium ion batteries. And that was a pretty small number of Model Ss. EVs have scaled up massively since that time and battery quantity has kept up -- my point being, as long as the price of the ebike is able to pay market prices for the batteries, it seems like supply will scale.