The point was more that Tesla has already scaled beyond the level where "these companies know how to build cars" is reasonable spin. Tesla's building plenty of cars, making money doing so, scaling rapidly, and can only be expected to be doing better still by the time those competitors arrive in the market. That's not to say that they won't be highly competetive cars, they might (I for one certainly hope they are). But you don't get to handwave away Tesla's existing success on the basis of production numbers.
Honestly... your argument is a year stale. The window on "Tesla can't scale" closed. They did.
Honestly... your argument is a year stale. The window on "Tesla can't scale" closed. They did.