Every day I see young people dreaming about owning a Tesla someday instead of the ICE dream cars of the past (Ferrari, Porsche, Lamborghini, etc.) I don't know what the value of that is, but it ain't nothing.
If Tesla was aiming to be the size of Porsche (not VAG) or Lamborghini it’d be something.
But the same “conversion” rates from young person wanting a dream car to old person affording dream car apply regardless of if it’s an EV or a ICE, because the limiting factor is money.
So “stealing” the kind of volume that Porsche and Lamborghini get from... daydreaming young people, isn’t worth anything in the long run if you’re talking about keeping up Tesla’s 40B dollar market cap
Tesla already builds the same number of cars every year as Porsche, Ferrari and Lamborghini combined. Unless Tesla figures out a way to start selling these things for $200,000 I’m not sure that’ll be enough.
