So far, Tesla has been incapable of stepping up to be a major car manufacturer. There are many small car manufacturers, some build exquisite cars that are technological and design marvels, but what Ford realized early, and Nagoya perfected (just consider how many modern op practices originated there!) is that it's not about the machine, but about the infrastructure.
This is both pre-sale, where you have to build a lean, mean, fast pipeline from vendors to assembly, and post-sales, where you have to have service infrastructure that spans continents, if not the world.
Tesla so far shows very little signs of being able to do either. And just like Whitley failed and ended up being bought by Mumbai, my personal bet (caveat lector!) is that Tesla-the-brand might survive, but Tesla-the-car-manufacturer would end up a subsidiary of a Chinese car manufacturer, who has the car manufacturing chops, but can't build a brand.
This is both pre-sale, where you have to build a lean, mean, fast pipeline from vendors to assembly, and post-sales, where you have to have service infrastructure that spans continents, if not the world.
Tesla so far shows very little signs of being able to do either. And just like Whitley failed and ended up being bought by Mumbai, my personal bet (caveat lector!) is that Tesla-the-brand might survive, but Tesla-the-car-manufacturer would end up a subsidiary of a Chinese car manufacturer, who has the car manufacturing chops, but can't build a brand.