I agree with what other posters have said in response to this comment, but also: what you're implying is that what BMW will be able sell in 2025 is equivalent t

I agree with what other posters have said in response to this comment, but also: what you're implying is that what BMW will be able sell in 2025 is equivalent to what Tesla already sold in 2018. By 2020 Tesla will already have launched the Model Y, and by 2025 no doubt many other popular lines such as the planned pickup truck, and significantly expanded their battery manufacturing capacity: they're already building new Gigafactories, in seven years who knows how many they'll have. Seven years ago they only sold Roadsters; now their North American sales numbers are on par with the Honda Accord. Aiming to sell in seven years what Tesla sells today isn't going to be enough to catch up. No doubt someone will turn into the Google and Samsung to Tesla's Apple; this isn't a winner-take-all market. But it seems like Tesla's pretty far ahead and still accelerating, so there'll be quite a few Kodaks along the way too. TBH I don't think the biggest danger to Tesla comes from BMW or VW going electric — it's from Alphabet's Waymo and GM's Cruise going self-driving. That's a potentially huge industry shakeup, and is an area where Tesla doesn't necessarily have an advantage... Although considering the amount of data Tesla collects for free from every car (each one has onboard LTE and WiFi — that the customer paid for! — and uses it to collect and upload driving data for Autopilot), they might be able to compete. We'll see. Their big bet here is that they can use their data collection abilities to advance the state of the art in computer vision fast enough that they don't need lidar, which is a controversial opinion; TBH I think it's a no-brainer that eventually it's possible — humans navigate with only two eyes, whereas the cars have eight eyes and a radar, and never get tired, bored, or drunk — but I don't know if they'll get there faster than Waymo and Cruise can build out their proposed fleets. That being said, if Tesla's right, they'll be right in a way that gives them a pretty serious additional moat beyond battery manufacturing capacity: lidar is much more expensive than radar, and Tesla would be the only firm able to operate with that cost advantage since everyone else teched into lidar. Anyway, I don't think BMW (or anyone) will beat Tesla merely by going electric. They might still die, but not from that.