The entire car part of Tesla’s business could disappear and it would still have a story for shareholders in stationary storage alone. They’ve said half of their

The entire car part of Tesla’s business could disappear and it would still have a story for shareholders in stationary storage alone. They’ve said half of their battery production will go there. Think about what that means for revenue. The Semi is a huge market. And even if Model 3 didn’t exist and Tesla pushed itself as developing Model S as the number one car for self driving mobility services, they’d still have a claim at the lions share of the automotive market. Vehicle cost is a much smaller concern in the post-self-driving world. Let’s imagine Model 3 only pulls Model S numbers, and their annual production only goes to 200k by 2020. I don’t think that’s enough to see a total collapse of the stock the way you seem to be suggesting. I think Elon has many more cards in play than you let on.