I watched the presentation (remember, I'm a Tesla stockholder now!), but I take any cost projections or delivery estimates that I get from Elon Musk with a big grain of salt. I'm not talking salt shaker sized grains, or even the size salt grains that you put on a hot pretzel. I'm talking the ice melt size salt grains that you put on the sidewalk in winter
I saw some cool things in that presentation, but it will probably be five years out until we see most of those advancements in actual products.
I'd love to hop into a time machine, fast-forward to 2035, and see who's going to be right about this debate. My hunch is that Tesla STILL won't be selling any electric car models that cost less than $30,000 in 2035, as they'll be focusing on the models with higher profit margins. In other words, I think that they'll stick with premium tier branding like Apple or BMW.
The mass market electric vehicles that most people actually buy will likely be made by some startup in China that we've never heard of yet, where they can use their cheap labor and general lack of environmental guidelines to crank out cheap cars by the millions.