The Facts are Useful, and luckily their not really fact either
Struggling electric vehicles:
“Tesla aside, nearly the rest of the auto industry’s efforts to successfully commercialize pure electric propulsion have fallen well short of the mark,” Mr. Jonas said. Many of the world’s biggest car makers have put “major electric-vehicle development on ice,” he added. ” Thankfully, Tesla is developing products that sell on attributes of consumer experience and sheer driving pleasure and are not dependent on government incentives. But the shot across the bow won’t help the debate.”
” Tesla is not interested in achieving short term profitability at the risk of disappointing new customers, particular in the world’s largest, fastest growing car market,” Mr. Jonas said. “We believe demand for the model S and X in China will far outstrip Tesla’s ability to meet it, perhaps for many quarters or years to come.”
Democratization of electric vehicles:
“Gigafactory benefits should be expected to make the Model 3 a better product, not a cheaper product,” he said. “We view Tesla as a niche player, not a mass manufacturer. We increasingly find investors with volume expectations far above our own.”
The end of driving?:
“Our 15 year [discounted cash flow] coincides with the end of human driving and the dawn of crowd sourced mobility and mega fleets,” Mr. Jonas said. “Assuming people even buy cars at all, what will determine Tesla’s strategic and competitive advantage as a provider of mobility?…The rules are changing and at least some incumbent [auto makers, such as BMW] are not falling asleep at the (disappearing) steering wheel.”
I particularily get a giggle out of the first one, Tesla is developing products based around sheer driving pleasure and WITHOUT government subsides. Look Teslas do have some great performance in them but performance is not their aim, as say with porsche or Ferrari. As for the subsides thing, I mean are we sure we're all talking about the same company.
Regardless, my problem with this is it frames your thinking, it attempts to convince people that logistics are the barrier to mass adoption, not something much larger...