Tesla delivered ~250k cars in 2018 and ~360k cars in 2019. In the 4th quarter, they had a run rate of >400k, and it is expected that 2020 will produce at least

Tesla delivered ~250k cars in 2018 and ~360k cars in 2019. In the 4th quarter, they had a run rate of >400k, and it is expected that 2020 will produce at least 500k. I'm purely focused on why people see it as a growth story, despite some numbers implying otherwise. Its a drop in the bucket compared to the rest of the industry, so I wouldn't expect it to be possible to tease out the impact on other manufacturers in a reliable way.