Read the attached. I like the balanced view of TSLA.... http://seekingalpha.com/article/1292591-5-reasons-tesla-motors-will-thri...
Only one small quibble with the article: I believe the 200,000 rebate cut-off is total production per mfr, (or model?) not annual.
I think you are right that he did get that wrong. All in all, I am glad someone talked about how they'll succeed rather than plan for their demise.
I believe it is 200,000 per model