That's very impressive indeed and if they can keep growing like this few more years they will definitely have more revenue than any other car company and might be top 1 by cars produced in less than a decade.
I wonder how it will impact their data collection for self driving.
There's many people here who hate on Tesla, but when seeing YouTube videos of Tesla owners posting footage of self-driving I'm constantly amazed and perplexed how far they have come and how intelligent the car appears to be. There's obviously edge cases where it fails and will be hard to iron out, but it definitely doesn't seem impossible based on countless of videos I have seen. It's amazing and I don't understand how anyone can reject this as a major advance in technology and where humanity will eventually arrive.
But will they? All major car manufacturers bringing in more and more EVs each year and give another 2-5 years and it's all we are going to see. Now why on earth would I buy Tesla, if I could buy Audi or Merc instead?
VW expects 50% of cars sold to be electric by 2030, Ford expects 40% to be electric by 2030 and they say that they can't go much faster. Other's manufacturers forecasts are more dire. I'm afraid that it could be too little too late.
I think the roadmap to 2030 is fine: the infrastructure will take time to build and only the richest countries will be able to run majority of EVs on roads by then, unless they become super cheap. Even in the US, it will take ages for EVs to overtake CE because an average person can't afford EVs and will continue to drive their petrol cars for some years.
Established players rarely grow quarterly sales(in units) by 70% in one year on top of 40% growth previous year, with expected almost doubling next year.