Tesla could be a fine niche player... sticking to high dollar performance.. .but mass production? Once one or more of the big players moves in... they won’t be able to compete... don’t have the scale.
Not sure they want to, look at Mercedes which has thrived as a niche player for many decades. I have friends who pay well over $5K for bicycle and those companies don’t care about selling kid bikes to Walmart. It’s all about market positioning and understanding customer needs.
Tesla just announced today that they’re getting into pickup trucks. That will be the deathblow, no way they’re competing there. This is like invading Russia in winter. For anybody invested in Tesla, better sell now.