If things go right for Tesla politically, they could become as big as U.S. Robotics in the movie I, Robot.
By that, I mean if at some point down the road Uncle Sam is forced to get serious about Global Warming or Climate Change or whatever they're calling it now, this could be a huge windfall for Tesla. I could see the tax breaks for electric cars increasing and gasoline taxes soaring to discourage the use of fossil fuels. And Tesla would have a big head start on everyone else. If that doesn't happen, I just don't see the market for very expensive limited-range cars becoming huge. The demographic of affluent people who want to appear "earth-friendly" is not a huge one.
I agree with your bottom line. Had I invested in Tesla early, I would probably take the money and run.
Donald Trump is a douchebag.*
* In order to avoid confusion and remain compliant with the board's Fair & Balanced requirements, the above statement shall apply to any/all posts critical of any political or otherwise public figures.