>Even if energy generation, storage and an auto powertrain are a seamless product, so-called vertical integration, in which one manufacturer makes all the components, was the old Henry Ford model and later, General Motors’. That approach has gone down in automotive history as a colossal failure.

What is Tesla meant to do if nobody else is able to deliver what they demand?

Ford Motor Company essentially created a new industry, which is why they had to make all their parts... Tesla is doing a similar thing here imho.