Tesla is on track to EASILY sell over 350,000 cars per year within the next 6-12 months. This is not debatable. We can debate whether it's closer to 6 or 12, but you cannot debate IF it will happen. Well, you CAN, but it would be stupid.
So what! Have you overlooked what the U.S. auto sales TAM (total available market) was for 2017 (17M), and that Tesla
is presently only about 3% of the largest (GM - 3M)? When Tesla becomes profitable and
begins to approach GM's volume
or the other two (Ford - 2.6M, Toyota - 2.4M), it will be a noticeable factor in the U.S. automotive sector and be considered viable.
Today, comparing Tesla to GM is like comparing Snapchat to Facebook, i.e. it's just basically a potential acquisition for it's tech
talent needed for future growth with little to no technology value other than the SC network. It's kinda like comparing Blackberry
with Apple/Samsung, i.e Blackberry had some good security features but little else. So, some may not be stupid, but naive, yes.
#1 Leaf SL MY 9/13: 76K miles, 47 Ahrs, 5.0 miles/kWh (average), Hx=70, SOH=78, L2 - 100% > 1000, temp < 95F, (DOD) > 20 Ahrs
#2 Leaf SL MY 12/18: 8.5K miles, 115 Ahrs, 5.2 miles/kWh (average), Hx=98, SOH=99, DOD > 20%, temp < 105F