The market cap is a bit of a mystery, but they've got some options for making money even if they stay around BMW levels in terms of auto production volume. Ther

The market cap is a bit of a mystery, but they've got some options for making money even if they stay around BMW levels in terms of auto production volume. There's no reason they can't compete well against in the automotive space against LG Chem, who makes batteries for cars like the Nissan Leaf and makes batteries, the entire powertrain, and the infotainment system for the Chevy Bolt. In the event their autonomous tech is ever any good, they could sell that. (today they could offer a steep discount and just sell big microprocessor-controlled guillotines or something) Superior tech can really kill Tesla, though, if they don't get with it. Little cylindrical batteries aren't necessarily the future in that space, it is definitely not a given that their autonomous tech will be a big winner, and BMW's inexpensive carbon fiber is a thing of awe and wonder that Tesla has no answer for. And there's always the outside chance that Toyota is onto something about fuel cells...