Renault-Nissan already produce around 100k EVs per year. Is it that hard to imagine them doing 500k in 5 years?
What about China? They're certainly making plans for these kinds of volumes.
“What people should absolutely have zero concern about, and I mean 0, is that Tesla will achieve a 10,000 unit production week by the end of next year. […] I think people should really not have any concerns that we won’t reach that outcome from a production rate.”
Tesla certainly has a market, but it isn't competing for the same consumers that Honda is. The market Tesla is competing for is significantly smaller than 17M.
The amount of people who can afford any new car is not the same as the number of people who can afford a new Tesla.
Across their entire lineup BMW sold 2.4M cars in 2016 (including MINI) [1]. I just don't see them selling 500k/year in the immediate future. Once they add models (the Y, a replacement for the Roadster, and a Truck), then they very easily could blow through that rate. But baby steps... I'd rather see Tesla exceed modest expectations than fail to meet unrealistic ones.
[1] https://www.press.bmwgroup.com/global/article/detail/T026708...
Also... nissan has an interesting play here. Waiting to see what they do.
They already have. Its too late. Who else is going to be producing 500k EVs a year in the next 3-5 years? No one.