Not only is demand for Tesla's cars _partially_ sustained through consumer tax rebates, but Tesla's _profitability_ has historically relied on selling ZEV credits. Both of these factors may be cut short by the changing political tides now that the [federal] executive, legislative, and (soon) judicial branches will be majority led by a party that has a rough consensus on switching priorities from the past decade or so.

I'm not trying to antagonize against Tesla specifically, nor prop up the virtues of a truly ecologically-damaging industry that plays by a similar rulebook, but anytime a company's business model relies on a certain political climate rather than _solely_ on efficiency gains through technological innovation, the door swings both ways given a long enough time scale.

Cue discussion about how innovative R&D is not possible without initial government investment, especially against already subsidized industries that don't have to factor in tremendous externalities... but that's a more politically subjective debate compared to just stating how I don't agree with the claim of Tesla being 'unsubsidized.'