Any industry could face ultimate doom.
It would seem either you missed my point, or have consciously skirted it.
I think in the foreseeable future Tesla is not going anywhere...
As in not succeeding or not failing? I'd rather not assume your meaning.
EV's are not for everyone and the Grid cannot support EV's for everyone. My wife just purchased a new Tesla and guess what, it won't be ready for several weeks. This is where Tesla shines. My guess is they have more AI, robots, and automation than any manufacturer. Even their sales is mostly done via app. The entire process requires little human interaction. If they are building cars to meet demand and not overproducing they will never have cars they cannot sell.
Over production is, all else equal, a microeconomic decision based on that sweet spot on the efficiency curve. One can "over produce" and still make optimal profit and serve the market with equal efficiency. It all really turns on how one views these things. Use the right standard and saving the lives of sick children can be convincingly peddled as some brand of ultimate evil.
Tesla will taylor production to meet demand.
Which may or may not prove economically wise, again depending on the yardstick. Microeconomic choices are often counterintuitive, most particularly to the uninitiated. Just because a company does something that seems wrong, it does not follow that it is. The same goes for the company that intuitively appears to be doing right. Economics is a bit of a weird animal in certain places, and very straightforward in others.
In my opinion as long as there is self transportation the EV is not going anywhere and Tesla is the best EV out there and is competitive with comparable non EV vehicles with or without tax subsidies/incentives/credits.
Self-transportation has little to nothing to do with the broader question. Our energy technologies are grossly lacking our capacity to engineer a good electric motor, which incidentally will not run a whit without electrical input. Batteries as they currently exist are not very favorably impressive. All the whiners, moaners, and squealers about "clean energy", pitching foot-stamping-fits about "clean energy" seem to turn blind eyes to the wild filth currently needed to produce it. Have you not seen the pathetic images of small braak African children working in lithium mines? Then there's the fact that lithium is an alkaline metal, which means highly reactive. I take it you've seen them burn? There's a reason they are not allowed in the cargo holds of commercial airliners. One of those goes up and it may burn a hole right through the fuselage, not to mention the very slight but nonetheless present possibility of setting the aluminum to burning. Ever seen an aluminum fire? It's wildly hot and very dangerous.
The problem is not the EV it is the Government.
The problem is BOTH. EV without energy is just a very costly boat anchor. Without good batteries, there's no energy. Without the possibility of a five minute charge, nobody with an operating brain who seeks a vehicle with greater than a 30-foot range is going to buy one, and the safety concerns regarding burning lithium just inches under one's holy-sphincter are quite valid.
And of course we agree strongly that "government" is in fact a major problem here, as it is with everything upon which it places its Midas^-1 touch.
Tesla probably has a brighter future than ICE only or manufacturers that are trying to produce both.
Only time will tell, but I would point out that if they have taken "taxpayer" money, we should all be getting one of those things free of charge because I sure as hell didn't pay for it with consent.
I think Tesla has lean manufacturing that other companies will never achieve. Look at it this way. For a competitor to begin to compete the first thing they need to do is get rid of every dealer and sell direct to the public. But maybe the problem with that model is that all ICE vehicles need service departments to handle the warranty work and repairs and maintenance whereas Tesla simply sends a WIFI software update.
Has someone paid you to suck Tesla's dick? Just kidding, of course, but come now. Is a software update going to repair this:
Let us keep things real just for a moment. Tesla ain't magic.
[Tesla is] sustainable at any foreseeable level of production volume.
Sweet Jesus, tell me you didn't just use the s-word. Lie if you must.
They don't need to expand and grow to be profitable and they don't need subsidies either.
OK, now you're just fucking with me, right? If not, you either stand in dire need of an economics class, of you slept through the one you took.
I would also point out that "just in time" inventory models are great... until they aren't. Their vulnerabilities to supply chain interruptions are legendary in the bad sense.
Tesla is perched atop an enormously precarious circumstance, made worse with JIT manufacturing. So long as things remain nominally stable in their environment, they will be MAYBE fine. It would take no great hiccup to put them right in the cross-hairs, though, don't fool yourself.
People will buy Tesla because it is a good car and they can charge it at home.
This is a bit naive and rather simplistic. I've spoken with several such buyers and they seem to labor under the wildly false impression that they are doing something good to "save the planet". They are not. If anything, they are doing the precise opposite, but that's just my opinion on the question.
That same person will have a ICE car for long trips or just rent for trips or figure it out. Everybody doesn't need to travel 10 hours without stopping.
You seem to be ignoring a majority of the population, or perhaps I'm just not understanding you.
