I am NOT a Tesla owner, but I am a TSLA share holder, on and off....
1) Tesla isn't a car company. They are a battery and technology company, cars/trucks are simply their method of creating a market. This is currently called "the amazon model." The company will take losses after losses, sometimes for over a decade, to create AND corner the market, then, explode with gargantuan profits.
2) I don't own a Tesla, but have any of you driven a 100D? The experience is something else, literally like nothing else on 4 wheels.
3) Tesla's growth does owe some of itself to the green movement, and without it, the process would be much slower.
4) Tesla products for quite some time will be considered a luxury, like their cars, home battery packs, solar tiles, etc. New tech always is, then it trickles down to the cheap version a few years later (all the new fancy toys available on modern toyota corollas were pioneered a while ago by the likes of the MB S class.)
5) Tesla's risk is governments expanding on cheap energy production, like nuclear, however, cheap energy can also help tesla by reducing costs per mile, AND if their reliability holds up. From what I hear, model S reliability is pretty damn good.
6) They will begin licensing their technology to other manufacturers, like GM does with magnetic ride control shocks.
7) Like them or not, they have done a lot to turn the automotive industry for the better.