For comparison, Tesla sells 33,000 cars and is valued at $25B GM sells 10,000,000 cars and is valued at $60B. The market has already priced phenomenal growth into Tesla's valuation which is why it's one of the most short sold stock in the world.
Are there risks? Of course - you can have a giant first mover advantage, giant technological moat, and ISO chooses a different charging standard, Elon Musk gets hit by a bus, etc. I think there's enough optionality here for those willing to wait 5 years.
Back in reality, were Amazon generating $8 billion per year in net income, their market cap probably wouldn't move at all unless their forward profit growth projections were dramatic.
It's maybe most common mistake I see inexperienced, or delusional, investors make - failing to understand the concept of future returns being pulled forward.
There's a Chinese stock I always think of when it comes to this, China Life Insurance (LFC). Back during China's market bubble of 2006/07, the stock was pumped to the moon, projections were for perpetually high growth for decades. It was trading at something like 80 to 100 times earnings in 2007 at the peak... eight years later it hasn't moved higher than that (predictably the growth collapsed and the PE compressed).