And even a Tesla optimist would presumably admit that maintaining a third of the EV market would be a huge win for Tesla, as the EV market becomes "the car market" going forward. Maybe that won't happen, but it's at least within the realm of possibility -- maybe some of the existing carmakers stick the transition and some of them fail, but Tesla remains the biggest one, that's not impossible.

But maintaining the 80% they had a few years ago, much less 100%? That's not optimism, it's fantasizing.

Agreed.

Btw, I was talking about global electric car production. I don't know whether Tesla ever did 80% of global electric car sales?

~80% was the US number from 2020.