I think the next few years will bring some changes. Model 3 covers what most of us want, a compact, rwd (or rear based awd), fun-to-drive (zbb, matt & jst can't all be wrong) sedan. If it succeeds, they'll keep making it. I guess the subsidy will go away but oh well... Competitors will also come, though with some delay.
If Tesla goes bankrupt, 10% chance over the next year?, some large player will be coming to pick up the pieces. So it will still continue in some form or another.
There's definitely genius in Mr. Musk (despite his mocking where I work). He proved to the world and the large makers that something is possible and achievable. He's also mentally ill, but that's not the point of this post (though it does play into the 10% downside).
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