I consider big auto industry entering the electric vehicle arena to be the biggest threat to Tesla's success. This article in auto week isn't a good sign for that. http://www.autoweek.com/apps/pbcs.dll/article?AID=/20061107/FREE/61106014/1024/STATIC I think the threat comes in many directions. There's the threat that big auto can underprice anything an upstart can build through economies of scale, there's the threat of the experience that big auto has in manufacturing will result in superior quality, and there's the biggest threat in competition for resources, namely battery technology. If GM wants, they could probably buy any single battery technology. If they can't outright buy it, they can probably buy up 100% of the production the battery company can supply. The roadster is great, and I think it'd do well in any case because of it's performance. My concern would be more for the White Star. If GM buys up a new technology that charges faster, lasts longer and has the same or better performance Tesla will be a second class auto.