An interesting and perhaps insightful comment- but I can't help adding a big "Maybe."
I admit to some pro-Tesla bias. Heck, I'm proud to proclaim my pro-Tesla bias!
Fourth, Tesla has stumbled on self-driving technology...
Despite being a pretty devoted Tesla fan, I think their claims about self-driving tech are somewhere between somewhat exaggerated and vastly exaggerated. It's great that we're seeing progress toward self-driving cars which will eventually be much safer than human-driven cars, but I don't think we'll actually see full-fledged, dependable, relatively safe (that is, considerably safer than human-driven) self-driving cars for several years, and possibly not for 10-20 years. Elon Musk's claim that Tesla will achieve this within 12-15 months is, IMHO,
very unrealistic.
Frankly, I wish Tesla would concentrate on making great electric cars, and leave the development of full driving autonomy to Waymo, which IMHO is rather more advanced than Tesla is, and IMHO already more advanced than Tesla is likely to be within the next year or so.
...and their cars are, not unlike the Clarity, heavy and not particularly efficient as far as BEVs go or can go.
I firmly disagree. The Tesla Model 3 (TM3) is a, um, model of energy efficiency, appreciably more efficient than any other BEV with anywhere near its power. Automotive teardown analysis expert Sandy Munro, after a thorough examination of the TM3, raves about its innovations and its efficiency, both energy efficiency and the cost-efficiency of its internal systems (altho he has nothing good to say about how Tesla makes its car bodies!). Sandy compared the TM3 to the Chevy Bolt and the BMW i3, and found the TM3 far more advanced and impressive. In fact, he now describes himself as a Tesla fanboy. What a turnaround after all his early criticism of the TM3, before he actually performed his teardown!
You have to look at something as under-powered and weakly performing as the Hyundai Ioniq to find any plug-in EV with a better miles-per-kWh rating than the TM3. Furthermore, the energy efficiency of newer entries such as the Jaguar I-Pace and (even worse) the Audi e-Tron are downright embarrassing in their poor energy efficiency as compared to the TM3.
Fifth, their competition is hardly sleeping.
The competition is fast asleep. As Elon Musk quite accurately pointed out in the "Full Self Driving" presentation the other day, there still isn't any BEV from any other auto maker that can rival the tech in the 2012 Model S. And that's been 7 years ago! Tesla is more than 7 years ahead of all other plug-in EV makers.
Again, that's just an opinion... not fact.
Seventh- the benefits of EV tech- without a major shift to renewables for the grid- are less than environmentally compelling- even if still desirable.
Once again I firmly disagree. The grid is getting "cleaner" year by year. Furthermore, in regions where EV sales are high, it's much cleaner than average. So plug-in EVs are even more weighted towards lower life-cycle emissions than the national electric grid average emission levels suggest.