Musk has since long ago pursued a publically disclosed plan for Tesla, for the company to release progressively more affordable electric vehicles, so the current growth rate in number of vehicles sold could very well be sustained for years to come.
Beyond Tesla's own sales, its success has sparked massive investment by other carmakers to push their electric vehicle manufacturing timetables forward. There is no reasonable case to be made that Tesla has not had a massive impact on pushing the world to replace gasoline vehicles with electric ones. And most people consider that to be good for the environment, even if you now don't.
As for mistakes, the company can afford many small to intermediate missteps and still accomplish what I described, because the company's momentum is already pushing it to accomplish these achievements.
The grid has not responded well, that is history. Fast Charging stations are a huge draw, and home recharging raised the bar for substations everywhere. It will take decades to respond.
Battery advances - well that's a crystal ball I don't care to gaze into.
And company momentum is a myth. Cash flow is king - the day you don't make payroll, you close. It's a markov chain with a terminating condition. Play any markov game long enough and you reach that node and its all over. So a gamble every time.
As for batteries, you don't have to bet on battery advances, just the scaling up of manufacturing, which is already underway.
So assuming that most of those two million sales weren't in lieue of the sale, or at least use, of gasoline powered cars, doesn't seem reasonable to me.
But let's be extremely conservative in our praise of Tesla, and say that the company took one million gasoline powered cars off the road and replaced them with electric cars. That is quite the accomplishment if you accept the premise that electric vehicles are better than gasoline-powered ones for reducing the impact on climate.
[1]https://www.reuters.com/business/autos-transportation/lifeti...
[1] https://www.reuters.com/business/autos-transportation/lifeti...
Do you have a bone to pick with EVs? This seems cherry-picked/straw man to me.
The 80k+ you refer to assumes electricity is sourced 100% from coal, which happens never in the US.
Even West Virginia, a haven for coal, it’s only 88%. Wyoming is also in the 80s. There are a few in the 50-70 range, but most states are sub-35, with many being 0.
[edit] For our most populous states, CA checks in at 0.1%, NY 0.1%, FL 7%, and TX 16%.
https://www.nei.org/resources/statistics/state-electricity-g...
This article shows how US sources of electricity have changed in the past 20 years or so.
https://www.nytimes.com/interactive/2018/12/24/climate/how-e...
Contrary to what you state, I would say that EVs are doing a good job at lowering overall emissions from passenger vehicles, and this will become more true as renewables increase their percentage in our electricity production mix.
The “U.S. average energy mix” comparison of 14,800 is much more accurate.
Not to mention the equation gets more and more favourable to EVs with each passing year.
That's a rather extreme assumption. The article you linked to also gives the more representative figure of 14,800 miles for "U.S. average energy mix (23% coal-fired, plus other fossil fuels and renewables)".
To put things in perspective there are only 12 states that are majority coal powered (according to 2017 numbers[0]):
1. West Virginia - 93.2%
2. Wyoming - 85.7%
3. Missouri - 79.8%
4. Kentucky - 78.2%
5. Indiana - 73.2%
6. Utah - 70.5%
7. North Dakota - 64.5%
8. Nebraska - 59.8%
9. Ohio - 57.2%
10. Wisconsin - 55.1%
11. New Mexico - 54.8%
12. Colorado - 54.3%
Also, it's not unrealistic for a Model 3 to do 80,000+ miles. Some have already managed 100,000 miles[1], which is apparently the minimum warranty period too.[2][0] https://stacker.com/stories/3356/states-producing-most-elect...
[1] https://electrek.co/2019/10/21/tesla-model-3-100000-miles/
[2] https://www.findmyelectric.com/blog/how-long-does-a-tesla-ba...