Article sounds a bit like a car salesman. What will Tesla (and Ford and VW…) be shipping when Air ships a million units and Tesla is shipping 5 million per year?
Or, assuming Group14 Si anode is qualified and in mass production, 600 mile range is easy and most folks buy 300 or less as they discovery even 300 is overkill for 80% of drivers. Yes Air folks know what they are doing. Industry is ramping quickly. He who has the biggest cash generator will win first place but many vendors will be ok.