I agree, it's a "linear extrapolation of business as usual" assessment, the kind that Tony Seba calls out in his talks on disruption. The future of EVs isn't e

I agree, it's a "linear extrapolation of business as usual" assessment, the kind that Tony Seba calls out in his talks on disruption. The future of EVs isn't even "battery electric car" so much as it is "new models of transportation". Tesla's business model was in the classic mode of consumer tech where it targets enthusiasts at a premium. The broader auto market, though, is getting nibbled away by a combo of new communication and transport services for each vertical - you can buy or rent an e-bike, hail a Waymo, have Wal-Mart deliver by drone, as well as "just" do more from home, online, and save a trip. Some of these things are early in their deployment but largely proven, others are already widespread but with room to go further. In a disrupted market, you can't pick winners easily, but you should always bet on the new asset classes, because the alternative is a ghoulish non-future.