On paper, Tesla's had an amazing year. It has 400,000 pre-orders for its new 3 series, at a time when annual EV sales from all EV auto makers are about 115,00 a year. And its stock price is rising, even as the company begins to experience growing pains. Is it possible that its promise will be greater than its success? And more important, how does what happens with Tesla affect the future of EV in the United States?