One thing that could really hurt Tesla down the road is the new platform-architectures existing car-makers are coming up with. Pick-Ups in the US are one example, another one is the new Peogeot / Opel Corsa plattform in Europe. The latter one, while not a dedicated EV-plattform, is able to be used for both, EVs and ICE-powered cars. Granted, these small EVs are still rather expensive but offer a ton of extras and are with sibisidies under 35k €. Big bonus, they are produced at the same assembly lines as the big-volume ICEs. So once demand for EVs increases they can easily switch, with economies of scale these small EVs are becoming cheaper and scaling volumes won't be such a big issue neither. I guess the same can apply for pick-ups in the US. And than again, Tesla never had one single face-lift or model replacement behind them.
Said it before and I stick with it: It's a race between tesla coming up with a sustainable and profitable way to mass produce EVs before money runs out and incumbents figuring out the design of EVs that can be mass-produced at existing facilities. tesla had a huge head-start, but incumbents are catching up and the window of opportunity for Tesla is closing but not closed yet.
Said it before and I stick with it: It's a race between tesla coming up with a sustainable and profitable way to mass produce EVs before money runs out and incumbents figuring out the design of EVs that can be mass-produced at existing facilities. tesla had a huge head-start, but incumbents are catching up and the window of opportunity for Tesla is closing but not closed yet.