People believe funny things about Tesla and Elon.
But before I talk about that, let me say: I've been extremely impressed with Tesla and Elon for their ability to eventually deliver, and to build unparalleled excitement around electric vehicles.
I believe Elon is truly a visionary.
Now for the funny things:
1. You can throw money at problems to fix them: If you do this you end up with a 1980's Jaguar - lovely and fast and fun, but unreliable, and overly expensive, and your competition will eat your lunch.
2. Tesla shouldn't be graded on cars or car production, they are an X company (X= software, technology, etc): Whatever kind of company you think Tesla is, right now they make cars and that's all you can grade them on right now. If you want to make a bet about the future, go for it, but realize that it is a bet.
3. Automation will solve this: GM spent about $60 Billion on advanced automation in the 1980's because they could not believe that Toyota was building cars at the cost and quality with human labor (this is a gross simplification). 10-15 years later, GM basically adopted the Toyota Production System. It may be possible to build quality cars in a cost effective manner with near 100% automation, but I do not believe it is possible to build them BECAUSE OF automation. You must have a good quality process first. Elon's previous comments about having a bed near the end of the production line rings alarm bells for anyone who has been in manufacturing. You cannot inspect your way to quality.