HN's "GET" would be when tesla's stock price hits 0.00000$
Apple is in the top ten but then it sells billions of expensive phones. Amazon barely scrapes in the top fifty, while Walmart is number one (Costco,CVS and Kroger easily beating Amazon)
Being a "normal" bricks and mortar company does give more turnover power it seems. Globally.
https://en.m.wikipedia.org/wiki/List_of_largest_companies_by...
Logistics infrastructure of Amazon is not the largest either. In the US, Fedex and UPS will have more infrastructure. Not that many warehouses, but when it comes to distributing items they should be larger. Worldwide, DHL Group could be the largest. They have a substantial freight forwarding business so that they will move far more goods every day than Amazon does.
The important thing, though, is that no one has both of it in one company. We'll see how valuable that turns out to be (maybe not at all, maybe very).
The question is how they will take care of the already existing companies. Maybe Tesla will share more technology, so that the industry can transition as a whole.
From an end-user perspective, it's pretty obvious that todays plug-in hybrids with 15-30 miles electric range and 600 miles range on fuel will be better than pure EVs. >90% of people's driving is within the electric range, but you can still have a car with a big enough trunk (Try fitting two baby strollers in a Tesla! Or a couple of downhill bikes plus kit. Or scuba gear for two. Or...) that can still get you from SoCal up to Lake Tahoe without wasting time on charging.
As for competition on pure electric: BMW, VW, Ford, Fiat, Kia, Chevrolet/Opel, Nissan, Renault, Peugeot, Mitsubishi, Mercedes - they all have "proper" pure electric cars on the market today that are seeing sales figures within an order of magnitude of Tesla.
(Note that being within an order of magnitude only requires that you sell 7000 EVs globally in a year, that's a pretty easy target.)