The automotive market is stable, something on the order of 80 million cars a year, and I don't see Tesla vanquishing one of the incumbents either.

I guess my argument is that an Electric Car is not a whole new category of vehicle (like a flying autonomous car might), anymore than diesel cars are looked as a separate market than gasoline ones. Whereas Google created an entirely new category of advertising, that didn't even really exist before they arrived and the market grew by two or three orders of magnitude.