It appears the key success metric will be companies who: 1. Entered the emerging electric vehicle space with a "good enough" product that people will buy it.

It appears the key success metric will be companies who: 1. Entered the emerging electric vehicle space with a "good enough" product that people will buy it. 2. Continuously innovate with new models. Since these are large pieces of machinery, this appears to be the money Tesla is leaving on the table by doing all their cars in-house. (maybe) 3. Autonomy. Nobody knows what this will come to mean, and lawmakers are being wary. Add to that Tesla's direct-to-consumer model stirring up the lawmakers, and autonomy may get killed by the lawyers (non-zero risk, not trying to predict the future with any certainty).