Toyota ought to be the big threat. But their management made a terrible mistake. They went for a car powered by hydrogen.

This is a real car, the Toyota Mirai.[1] You can buy one right now in California. They've sold about 700 cars. $57,500, including 3 years of hydrogen fill-ups. 312 mile range. 5 minutes to refuel, not including the drive to one of the few hydrogen stations.

Here's the only hydrogen station near San Francisco, on S. Airport Blvd.[2] Hydrogen stations are subsidized by the State of California through 2023, unless somebody stops that. (Remember Arnold and the hydrogen-powered Hummer?)

[1] https://ssl.toyota.com/mirai/fcv.html [2] https://www.google.com/maps/@37.6481529,-122.4056447,3a,42.5...