Optimistic!

The grid has not responded well, that is history. Fast Charging stations are a huge draw, and home recharging raised the bar for substations everywhere. It will take decades to respond.

Battery advances - well that's a crystal ball I don't care to gaze into.

And company momentum is a myth. Cash flow is king - the day you don't make payroll, you close. It's a markov chain with a terminating condition. Play any markov game long enough and you reach that node and its all over. So a gamble every time.