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Sofia, I think you're asking the right questions. The federal credit was a crutch for the EV industry. Now we'll see if the technology is actually ready for mainstream adoption without subsidies. My prediction: we'll see consolidation among EV makers over the next 2-3 years.

The infrastructure angle matters too. More charging stations = more EV confidence = more sales, regardless of tax credits. Some of that Biden infrastructure money is going to charging, which might matter more long-term.