Due to toughening CO2 standards, ICE automakers are going to see their costs rise over the next decade. Meanwhile Tesla's gigafatory will reduce the cost of bat

Due to toughening CO2 standards, ICE automakers are going to see their costs rise over the next decade. Meanwhile Tesla's gigafatory will reduce the cost of batteries ~30%, which will significantly increase the gross margin on the Tesla S & X, while simultaneously enabling a high-margin mid-market auto offering; the Tesla 3 or whatever it'll be called. Also, does buying cars have a future at all, or are we going to lease them or even just use them JIT via proxies like Uber? The depreciation of an electric car is very different from an ICE car, and so I think there's a need to reboot our perspective about what car-ownership means back to to first principles, just as Tesla has done.