> Again, I think there is a significant faction of Tesla fans that don't see Tesla as a car company, and instead see it more like SpaceX. I don't.
I do, and I'd like to explain why. This is not about cars. The single most important challenge our generation faces is dealing with climate change. We absolutely need to curb CO2 emissions. We don't need to limit CO2 emissions, we need to cut them significantly.
There are two avenues for this goal. Either we cut energy consumption, significantly, or we switch energy sources away from fossil fuels.
I believe cutting energy consumption is impossible. It goes against a five thousand year trend of per-capita energy consumption growth, amplified by population growth. If you step back from the ecologist message a bit and look at the overarching trend, the picture is clear: Cutting global energy consumption is a no-go.
The other path is switching energy sources. We're advancing on that front. However, for renewable sources to have the needed impact, they must be applicable to transportation. Here, in this specific point, Tesla was and is key. It has already succeeded. The BMW CEO was fired because of lack of focus on EVs. It's a stark change from pre-Tesla, and it is a market change created by Tesla. Every automaker will go the EV route, and I'm completely convinced that, absent Tesla, they would sit on their hands for at least another decade.