I consider the Bolt to have a positive effect on Tesla. Tesla will now have to make the Model 3 with a 60 kWh pack minimum.
Agreed. While its easy for tesla to take the high road with S and X and do their own thing in a market that doesnt exist but for them, the high volume 3 will need to compete more directly not just with like priced ICEs, but also other BEVs (like the bolt) on a MUCH more consumer based playing field.
To that end, I think battery capacity is going to become the new horsepower. There are so many variables that such a simple number on paper is all but useless, but to the consumer it is [sometimes inexplicably] everything.