The main reason I argue this is that to a lot of consumers, an electric car is nice but functionally less useful than a gas car. That is, a lot of consumers think, "What if my battery runs out? How do I charge it in an emergency?" referring to if the battery runs out somewhere. In a traditional car, if you go somewhere far and run out of gas you can just call AAA and they can either tow your car or bring you a bit of gas to get you to your next gas station, and this isn't really possible with current electric cars. Even in town, if you forget to charge your car you can't just go to the gas station, you have to wait a bit of time for your car to be ready to go. Don't discount 5 vs 15 minutes -- I can fill a car and be done in less than 5 minutes whereas it takes a bit more time to charge an electric car, even a Tesla at a supercharging station.
The company that produces a car that isn't gas powered but can be re-powered in the same amount of time, or creates the technology within batteries, will be the one that causes a true revolution. I don't know if I'd go so far as to short TSLA but I am not completely convinced their cars will take off (also consider the fact that a $35,000 car is still really expensive for the average consumer).