Part 6/9:
Several industry experts agree that achieving more than 10 or 15 million vehicles might be plausible given Tesla’s trajectory, but 20 million remains on the upper edge of feasibility.
Industry Disruption and the Unknown
Commentators also discuss how Tesla's revolutionizing of the auto industry makes traditional historical analysis less relevant. The revolutionization—spurred by battery technology, autonomous vehicles, and changing consumer preferences—could accelerate growth beyond historical patterns. Still, some caution that such disruptive pushes often involve irrational exuberance, leading investors to overestimate how quickly this transformation can happen.