$NIO Inc.(NIO)$ the key to this automaker is the battery swaps. Not about the delivery of the vehicles. 


Partnering with other EVs will help to improve the company cash burn situation. The delivery of their vehicles, might not sustain as there is no clear cut differentiation in branding. 


I.e a Toyota vs BMW. Branding don't just change overnight. You don't build a luxury vehicle, expecting to compete with a Porsche. 


If it was so ever simple, why car makers go for mass market over luxury vehicles. 


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