A Breakthrough, or More Silicon Valley Hot Air? If we sound a bit cautious, we’ve been there before with Tesla. Other Tesla promises have come up short: start-of-production claims, production-quantity claims, technology. And yet, Tesla is by far the largest maker of EVs, this from a company that didn’t exist 15 years ago. And the Tesla Model 3, even if it failed to meet Tesla’s delivery and production claims, still was the best-selling luxury car in the US last year and outsold the next EV, the Nissan Leaf, by 8-1.