I'm completely new to the 'EV' world, and for that matter, almost the new car world--the last new car I bought was a BMW in Germany in 1999. I'm not a 'car guy', nor am I particularly an ideological environmentalist or any of that. Politically I'm basically a libertarian, I'll do my thing, you do your thing, and let business do its thing. A car for me is literally nothing but Point A to Point B for best value--as I mentioned somewhere else, that all look the same to me because they're simply utilitarian for me. So I'm probably not representative of the general tone here. But that's maybe good because I'm just a normal guy looking for a good car, with no mandates or prohibitions beyond good value, and probably more representative of 'the average guy'. So here's my conclusion after about a month: Tesla is toast. First, EVs are fantastic--and again, not because they're EVs, but because they're good cars. Just plain good cars--comfortable, peppy if that's what you want (ok, it's not a BMW, but that's a niche anyhow), silent, just plain fun to drive like a BMW but in a different way. And of course, they're great value, with the rebate but even without the rebate. So as a guy with absolutely no predisposition at all to go this way, it seems obvious to me now that the car-buying market is going to absolutely flood into EVs and PHEVs. I honestly think it's just a matter of knowledge and comfort level, and that critical mass will be exceeded in the next two years. I'll never buy a gas car again--why would I? So three years from now when all this technology is one increment better, and you can get a 'mid-range' car like the Clarity--or hopefully a hatchback version of something like a Civic--for a net of $25k - $30K, who's going to pay $60k - $70K for a Tesla? It won't be new or unique or different any more. And if you really do want an upper level tier EV like that then Mercedes, BMW, and all those companies will have great EVs, one technology notch better, all subject to the credits for a long, long time. And those sorts of companies can buy into the market with low margins or even losses on those EV cars because they're supported by all their other sales, trucks, bigger SUVs, things not quite so fitted for electric just yet. So what if 10% of their sales are at no profit for the short term? It's a little unfair I guess to companies like Tesla or Nissan or GM who sort of popped the top on these cars, bit I think the companies that held back a little bit, like Honda or Hyundai or maybe even Ford are going to crush them with better cars for significantly less cost.