Re Tesla — Musk isn’t actually developing those technologies... just bankrolling them... no automaker can ever be a one-man show. I think this is a classic case of the founder outlasting his usefulness; he did a great job as circus barker, but now he's increasingly in the way. If he left, I think Tesla might have a shot at profitability. Then again, perhaps he will be needed more than ever to promise the impossible (like “your camera-only cars will have self-driving, pay now, use later!”) when VW-Audi floods the markets with good electrics... and when BMW finally gets its electric act in gear, so to speak...
BYD is also a potential competitor. I thought Nio (might have the name wrong) was, too, but they're having some financial issues now. Not everyone can play the “lose money for ten years” game.
The EU’s elimination of diesel pollution games means more electric cars going mainstream. Tesla does have the most experience, as a company, but that experience, as people, keeps walking out the door.
One thing is for sure: they’d better figure out ways to reduce reliance on lithium... .
