Jean-Louis Gassée at Monday Note:
Tesla enjoys a reputation out of proportion with its .15% share of the US market. And Chairman Musk now says production will jump from 50,000 units in 2015 to 500,000 in 2018. This projected 10x jump invites doubt, or worse. But strong reaction (400,000 pre-orders) to the just-announced $35K Model 3 shows hope for the company to make electric cars more mainstream.
Tesla, right now, is a mystery.