It might impact plans for the more consumer oriented Tesla model in the works. However, from what I've seen (I've actually driven a Tesla S) and read on the engineering aspects I'd still bet on Tesla. Tesla has several key technological advantages over any other electric out there. A couple of the major ones being range and recharging time. Funny to see "miles per hour" used in the context of "miles (of range) per hour (of charging)" :-)
yeah ... Gas cars get about 4800 miles/hour (of charging), regardless of weather or road conditions.
Just to put the whole thing in perspective.