What I read is that Musk believes Tesla has reached a point where they have enough economies of scale and mature enough processes and infrastructure that they c

What I read is that Musk believes Tesla has reached a point where they have enough economies of scale and mature enough processes and infrastructure that they can sell at a price without subsidies that is competitive with non-EVs and still makes them a nice profit. His competitors are still taking a loss on their EV sales, and he believes that they cannot afford to lower prices and so the loss of subsidies will greatly harm them. Even if the loss of subsidies do reduce the number of EVs sold per year, Tesla stands to get a larger percentage of that market.