The biggest problem I see is the high cost associated with such low demand, unless more manufacturers start switching over.

That will be a big issue. I think the entire industry will switch, but it's not going to be immediate.

Once the CT is fully ramped, they'll probably start to see some of those costs come down a little, but 250k a year pales in comparison to the whole industry using something.

Teslas Gen 3 platform will add to that scale and help too, but it'll still be smaller than the industry.