There is another thread on this, I started a few days ago.
http://www.practicalmachinist.com/v...-europe/electric-cars-worldwide-tesla-318477/
Hope the link works.
There are quite a number of technical/commercial reason for and against Tesla, mostly for.
On technical aka engineering grounds, and on $$ ie investment grounds.
One prediction I did late last year came to fruit - Tesla had a massive hit and will, almost 100%, become a new auto major.
The risks were
1. running out of money and
2. autopilots killing people- neither happened. Ie bodged tech of some sort.
They had presold 7.5 billion of new sales in 2 days, and might hit 10 billion on monday, most likely.
Count was at 230.000, and rising. At avg 42k, thats 9.6 billion sales, and 230 million cash now.
But the execution risks were (ludicrously ?- VBG )high.
My predicion for Tesla is 2022 production of 2-3 million cars and a valuation soemwhere north of 60 billion ex energy.
Also, 1-4 of the top 5 auto companies will die around 2020, +/- a few.
Reasons: Financial- stocks and bonds.