>Simply get 10% of mobility and 10% of electricity storage and they'll have justified well above their current valuation.

Please show your math.

>Tesla will basically take the market from coal and petroleum.

And you base this off, what, exactly?

Sometimes I think that half of HackerNews didn't even know solar or battery backups were a thing before Tesla. These are competitive spaces where Tesla has essentially no market share (just like cars).

I think Tesla will be successful, but I doubt they end up market leader in any of these things.