Tesla seems bound to demonstrate that even semis are already viable with current technology, and battery research is bound to reduce price, weight and longevity further. We may find chemistries that rely less on materials like cobalt, nickel, copper.
Is it pride and inability to accept failure, or are there valid reasons for this and Toyota could still emerge as a big winner?
It seems unlikely to me for personal cars.
Hydrogen seems better suited for energy storage, trains and airplanes.