Tesla's ability to solve this problem will likely be their greatest challenge going forward. They've proven repeatedly that they can get their product and marketing right to get customers. But there's far more to a long-term large scale automobile company than that.
I believe the most rational perspective is trying to look at companies in the context of the development stage they are in. Tesla is a bit unique as they went public fast and made big promises, where they come off as a mature company... when they really aren't.