Nah Tesla motors is definitely a threat. When Tesla starts pumping out their economy model car, stuff is plausible to hit the fan.
If those economy models can get way more range, maybe. But current battery technology is a very serious limitation to electric cars as it is right now. They can maybe get around the limitations of batteries with those battery changing stations but without a massive rollout of them they won't be viable in many places.
Don't get me wrong I like the Tesla but I just don't see it being a major game changer until batteries are much better than they are today.