Ha! I just wrote about it this morning. Tesla's potential is not in the car business as we used to know it, but in the way it's going to play out in the next decade. Based on everything happening right now, it's not an IF but WHEN kind of question. Here, some detailed thoughts : http://kirillzubovsky.com/what-is-tesla-really/

While the biggest 5 are spending in R&D to meet tesla in product, tesla will be enjoying (presumably) apple level profit margins on their established product.

Or at least that is how I understand it.

Add in the 5 largest oil producers, the 5 largest electric utilities, and the 5 largest public transit systems and you'll get there.

ah hell, might as well toss in the 5 largest software companies while we're at it.