11% for a niche player would be huge. I'm just not sure what kind of differentiation they're going to go for? If "premium" or "luxury" is going to be their brand, then they're a long way off in terms of styling, fit, and finish. You can do almost anything and be considered premium compared to the current EVs on the market, but once the major manufacturers have a full lineup, it's going to take a lot more to be considered premium. I still think they have a shot at it, but their first mover advantage is vanishing quickly.