So you didn't read the article? He addresses that point.
Yeah and he dimisses it as a liability and is skeptical that Tesla can ever make money on it.
But the Model S and X were low production run items. The Model 3 now has critical mass for high production/low cost.
Venture capital is not a problem for Musk. Between DFJ venture capital, Larry Page and all his buddies, he has access to literally billions, if only for short term cash flow.
The factory is now highly automated. And as far as finding people in the U.S. who know how to scale that up, they already work there: it’s part of the existing planning.
The heritage automakers are just barely keeping up with this gig. Drafting on the leader sometimes lets you win, but only if you were close in the first place.
In this market segment, they ain’t even close. They didn’t even know it existed. As is painfully obvious now.