Nice read and it will be great to re-read in 3 to 5 years when there *might* be competition. I'm still of the opinion that competitors will be hard to find at that time unless someone sneaks in a 18650 design under the radar.
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G3 battery supply needs to be funded soon and Tesla does not and will not have the money in time.
Tesla can not afford to create demand and not meet it.
It seems odd but a little over 6 years ago Apple was a computer company that had no involvement in the huge global cell phone industry. RIM dominated phones used for other features like data. When the iphone first came out RIM said it was a toy and business users demanded a real keyboard. By the time they emulated it, it was too late.