First I own a Tesla and love it. The engineering expected life of the battery is between 390,000 to 500,000 miles. I drive conservatively so likely 500,000 miles. If I had purchased an. LFP battery it expected life is 1,290,000 miles. The expected life of the motor is 1,000,000 miles. My warranty is 120,000 miles or 8 years. I will be 81 when the warranty expires, likely 90 when the car needs major repairs.
Having said that, Tesla sales in France have dropped by 40% (if I remembered the latest numbers).
My friend from book club will no longer accept rides from me in my Tesla because Musk is such an obnoxious traitor to the US.
By the way FSD value is a myth, at least in the US. People here love to to drive, to be in control. It is therapy. FSD is a niche market.
In any case by 2030 there will be about 8 EV battery technologies with 300 w/kg to 500 w/kg between $70 to $50 per kWh cost , about 900,00 mile life. Any vendor can make a competitive EV and the entry level price of $12,009 easy.
So will Tesla be special. No. Will my stock be worth much? Likely no.
But go Group 14, Lyten, Factorial and amperius. Oh and quantumscape.