Great chart showing how fast Tesla's market share of
ALL VEHICLE SALES (not just EVs) is growing despite the but-it's-just-small-percentage! narrative, ordered as of Q4 2020 (if ordered as avg over 3 years then Tesla is #6):
Key point: Even averaging over the last *3 years* Tesla outsells Acura, Cadillac, Infiniti, Lincoln, Volvo, Land Rover, Porsche, Jaguar, Genesis, Alpha Romeo and does it with fewer models than all but 2 of them.
If Tesla does run out of runway, assuming they release 2-3 new models, they'll do it when they're outselling almost every competitor in the luxury segment, EV or not. Auto sales alone don't come near to justifying their valuation (if valued only by current sales), but the notion Tesla isn't a major auto retailer is laughable ...
With only 4 models, Tesla sells 80% of every EV, and is #4 in overall vehicle sales in the luxury segment - not a bad spot for ANY auto mfr.