As a fan of all electric cars, I really hope the Bolt does well. However, my understanding is that GM/LG only have enough battery manufacturing capacity for 50,000 units a year. So that puts a major cap on how much success it can have, at least initially.

This is why Tesla longs are so bullish on the stock... even if the other car companies instantly switched all their models to electric, there wouldn't be enough battery supply to meet that demand for years. Tesla, on the other hand, should be sitting pretty with their Gigafactory 1.