Everyone is discussing whether Tesla is able to reach 500K cars per year. But I’d like to discuss a more interesting scenario. Can Tesla get 70% of the car market (total car market worldwide, not just EVs). Can this happen? Tesla is the leader in the electrics right now. People almost equate EVs with Tesla. As Tesla sales grow traditional car makers will follow. But consumers will still want Tesla. It could be a repeat of iPhone story. When iPhone started becoming popular everyone else followed but iPhone is still a default choice for consumer. People associate smartphones with iPhone. Here are things that could make it possible: Network effect: Supercharges are the the biggest reason to choose Tesla vs other EVs. Over time Supercharger network will grow and it will be hard for other auto-makers to catch up. Economies of Scale: With Gigafactory Tesla is poised to achieve cheapest battery costs. It may be hard for competitors to catch up, making Teslas cheaper than competitors. No ICE legacy: Traditional automakers are build around ICE drivetrain. Engineers there build their careers by becoming experts in some aspects of ICE drivetrain. It’s hard for such organization to switch over to building EVs.