I have my entire life savings in Tesla.
1) What happens if huge tsunami would hit Japan again and destroy Panasonic li-ion plants? Or other Japanese plants that supply chemicals for cell production? What about major earthquake in Japan with similar consequences? Tesla Factory probably would be stalled for half a year at least. LG Chem might not have enough capacity. Many other established major players that could potentially produce required number of kWh(li-ion cells), for example China Aviation Lithium Battery(CALB) do use different chemistry (iron-phosphate), and that chemistry would require substantial redesign of Model S(battery pack would weight ~1.6/~2 more, increasing curb weight, and thus needing reinforced basic structure, modification of suspension etc.). Even with cells that have roughly similar characteristics to Panasonic ones, modifications of battery thermal management system, electric BMS would have to be implemented. Design, prototype, testing phases... And 6 months idling could have devastating effect on shares value(huge dilution).
2) What happen if five Model S would be involved in separate fire incidents during one very unlucky week? With some human casualties. Fires do not have to be started by Model S. Good enough if in first 3 cases Fire Department would not be able to determine cause of fire (remember first Karma fire? Cause is unknown but it is still Fisker fire from public/investors point of view).
Tesla most likely survive, as company and a brand. Just like GM survived. But anyone who were holding GM shares in 2007 and have not sold them, you know, in 2009 those shares had less practical use and value then toilet paper(while GM doing fine now).
3) What happen if misaligned/partly malfunctioning robot start producing bad welds, and during real world crash family of seven would die in accident. Because of weakened main structure blamed on Tesla Motors. Mass recall plus multimillion settlement plus bad publicity...
4) Have you thought as to why wi-fi is not enabled, at least as of now? For the record, hackers remotely penetrated Google security and even gained access to some internal server that contained some source code... What if some anti-EV(or anti-American) third party figure out the way to gain control of Model S using built in GPRS/3g or whatever modem? And start crashing cars by randomly accelerating cars while disabling brakes? After TM deliver it VIN 6000. Not likely, I mean API exposed probably tiny and any remotely downloaded code should be digitally signed... But still feel free to Google something like "stack overflow attack".
Panic among current owners/mass cancellations/recall/bad publicity === ...
And Sony was very proud of PS3 security(digital signatures were there, among other measures). Now anyone could run any code on any PS3, including all future version of PS3 that are backward compatible with existing library of published games (ironically Xbox 360, and even original Xbox, to be able to do it you have to make hardware modifications, Microsoft ftw lol). Estimates say that small mistake cost Sony hundreds of millions $$$, damage done by pirates. Or remember whole PlayStation Network was hacked and down in 2011... And we are talking about huge corporation that invested billions into product...
5)...
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100) ...
Any such event have very little chance of happening. But this is sort of lottery. In lottery there is small chance of winning big. Here is a small chance of losing big. But chance unfortunately still exist. Sure up to you, and I agree most likely Tesla have a very bright future.... But still.
