The thesis that the SA author proposed is seriously flawed. Buying a $130,000 foreign car for a taxi. When you can buy at least 3 local EVs as taxis would seem slightly more economical. The important and salient fact is that the Tesla S is a rare vehicle with notoriety therefore it has some demand among those who can afford it just for that notoriety (talking about China here). Seeing that vehicle running around as a taxi would immediately lower that vehicle's status symbol and therefore it's attraction. It is a niche vehicle at that price range.. plain and simple.
How will the chinese get the money to buy these expensive cars. Every auto manufacturer thinks the econmy will always be robust. The eoro and dollar and yen are devaluing We are in for a rough Q overall. Thedumbshiite analyst have screwed everyone when everyone knew Obama is trying to impoverish us.
You did notice the word "fleet", didn't you? That means BUSINESS not individuals.
Talk to any premium car dealer in CA and they will explain to you that there are a few Chinese Individuals that also make up a good part of their business.
China will sop up any Tesla demand that the rest of the world cannot.