If you think the capital costs for Tesla are bad try getting into a smaller market where tractors start at ~$150k. Kubota has been trying to go upmarket but it's not something that can be done overnight.

I'd be more curious if some of the other players(NH, Case IH, Claas, etc) could use this to their advantage. You see similar things in the CUT(Compact Utility Tractor) segment where LS/Kioti/Mahindra generally offer much more capabilities/features over Kubota and JD.