It remains to be seen whether Tesla will be able to sustain the success in cars. I'm more optimistic in the rocket business as the competition is limited. The a

It remains to be seen whether Tesla will be able to sustain the success in cars. I'm more optimistic in the rocket business as the competition is limited. The automobile business is complex and scaling out their operation is going to be hard. Tesla's competitors have scale, suppliers who also invest and broad customer brand acceptance. They also have woken up. China will soon provide battery capacity for cars in excess of what Tesla is producing. Autonomous driving on a broad basis requires a regulatory framework and that may well take time to emerge until there are other brands. The horizontal structure of the conventional car industry makes it likely that alternatives to Teslas autonomous drive will quickly spread across the traditional car companies. Tesla may well build the best electric car for a long while but volume upside may be limited.