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2019 estimate of worldwide light vehicles [ cars, busses and trucks] was slightly over one billion. If the typical yearly replacement rate remains at roughly 1% as it is now, it would require only 10,000,000 p.a. to replace ~ 15% of the present fleet and that would only happen if BEV's would never need replacement themselves.
The energy market is even more dramatic, but the automotive does the job nicely.
In short if disruption does happen in any substantial way, say 40%, and replacement of BEV happens too, as it does, the decade ending in 2030 would have had topical annual of BEV's around 40,000,000. Since annual production today, year one, is an absurdly low percentage fo that the growth rate would need to be Elon's "exponential".
For energy, I'll skip the numbers. They're even more insane. Even only replacing peaked plants worldwide would need exponential growth. .....
These markets will allow exponential growth into the 2040's if all goes smoothly.......
We would go far off topic for this forum. Here we only need realize that exponential growth for the foreseeable future is very plausible.......
Tesla is clearly undervalued by a magnitude. Nobody in the securities industry has even the faintest clue that this is happening.
