It has been argued that the German car makers have missed the boat with regards to EVs. This article gives an overview of some aspects that might change the balance of power between Tesla and its German rivals in the next 2-3 years. These include VW`s new platform for all electric cars as well as their investments to secure battery supply (albeit still unclear how and with whim exactly they want to do it). 

But more importantly, if VW manages to funnel more traditional car buyers who visit their showrooms to test a Golf or Tiguan into an ID.3 or ID.CROZZ, they have the opportunity to create their own market - which could be very lucrative if you sell almost 1 million cars a month like VW (still) does!