The problem is that no one is FORCED (yet) to buy electric cars. So once the Virtue Signaling bunch had theirs (mostly Teslas), that pretty much put a cap on sales...as we’re now seeing.
But soon the Ukraine supporters will MANDATE Electric Cars for everyone, so Ford and the other ‘old’ car manufacturers will do fine.
The key is yet. California had decided that 2030 is going to be their target. On paper, it's a great idea. But they have done nothing to prepare for the transformation. They should be building at least 10 new nuclear plants in California right now. But if course nothing is happening. It's California.