In the past I've considered John to be a bit unfair to Tesla and somewhat uninformed regarding BEVs in general. He's a tad on the conservative side over the whole.
In this video though, he's quite sharp on the mark. If you disagree, just keep this video and post it in 5 years so see how wrong he really was. How many million RoboTaxis will there be on the road by then?
I don't believe the robo-taxi claims because I think Elon is over estimating what his programmers can deliver and he's underestimating what regulators are going to do after the programmers complete their job. But I don't think that means Tesla is going bankrupt.
Almost every car maker is working on autonomous tech, as well as some independent companies. It's considered the "next big thing". Tesla is ahead of everyone else in delivering hardware to the world. There are more Tesla's with most of the hardware needed out there and any other car company, but nobody has delivered on the software yet. Consumer Reports rated what companies had at the end of last year and Tesla was #2 in performance quality. Though there were only 4 systems tested (GM, Tesla, Nissan, and Volvo), they liked GM's system better.
Tesla is in a tight race for autonomous tech and they may not win there. Though they might win there. The race has a ways to go and Tesla is ahead in some ways, but behind in others.
There is another couple of areas where Tesla is clearly ahead of the pack. Their battery tech is probably the best in the business, and they clearly are the only player with enough battery supply to mass produce EVs and their price per KWH is below all of the competition except possibly some Chinese makers with very inferior batteries. Tesla is also ahead of the pack in over the air updates and EV performance.
Yesterday on my way back home I drove past the local Ford dealer. We get flyers from them from time to time with those "scratch off for savings" special events and prizes. I went to one several years ago just to see what it was about. But it got me thinking about the deep rift between Ford's entire line-up and my 3 years old Model S. I looked up some numbers last night just for entertainment. The only production Fords ever built with a short enough 0-60 time to beat my standard S 90D in a drag race are some editions of the Ford GT and some special edition Mustangs. And the S 100DL would smoke those.
According to the EPA, the best efficiency Ford ever made was the 2018 Ford Focus electric which had an MPGe of 85 or something in that ballpark. The worst Tesla rated (Model X) is in the 90s, and the newest S 100D is 111. Most Model 3 versions tested are even higher MPGe. The Ford Focus electric isn't even available anymore. Their only electrified cars are some Fusion hybrids that give up cargo space for batteries and accelerate like slugs on opiods.
As for cargo space, they make nothing with acceleration above about 8 0-60 with better than mid-30s MPG that can carry as much cargo as a Model S.
As a car, a Model S built 3 years ago on a design introduced in 2012 is a vastly better car than anything Ford has produced in all that time. There are Ford vehicles that are better in one area or another. A Transit Van crushes the Model S in cargo space, but it's hardly going to get onto the freeway anywhere as quick nor is it going to be anywhere near as energy efficient.
All that is beside any benefits from the autonomous driving capabilities. My AP1 Tesla has better autonomous driving capabilities than any Ford in production today.
Ford is a big company with deeper pockets for R&D. According to reports, Ford has announced they are targeting an autonomous system available by 2021, but details are still sketchy. Ford might be spending more per year on autonomous R&D than Tesla, but I doubt they will be the big winners in the end.
Things are terrible at Tesla until you look at what the competition is offering. Tesla is way out ahead in many areas. The one thing the competition has going for them is they are all bigger with more room for error. Every mistake hurts Tesla more than similar mistakes by the competition because of size.