Two major things need to be fulfilled for Tesla's success:
- Battery supply needs to be sorted (should be by 2Q 2014)
- NHTSA needs to clear Tesla on floor mounted pack, as both Model S and Model X engineering are designed around this, a redesign will push them back by years and cost millions. Minor modification might be suggested, but I think overall the main issue was the car just rode too low with such a battery, the firmware update fixed this but pissed off a lot of owners.
Re, some comments on that post are wrong about battery lifespan. Roadster battery is smaller, and less well cooled, yet it has been shown that 100,000 miles with 80 to 85% capacity remaining is possible -- not too bad:
http://www.pluginamerica.org/surveys/batteries/tesla-roadster/PIA-Roadster-Battery-Study.pdfAn equivalent ICE would surely experience wear in engine parts leading to a drop in MPG, though unlike a BEV that could probably be sorted with cleaning and general maintenance.
In 20 years time they'll probably be a market for replacing cells in vehicle battery packs. There is already one for Prius batteries, typically 1 or 2 cells in series string fail.