No one is saying TSLA is dead, this is the most annoying argument from fan boys, they have a market cap over 50 Billion dollars and ship Cars in only thousands. So, here is the point, a significant part of their valuation is scaling up from thousands to half a million to million in immediate future. That is the real bet.

Scaling up in Auto-industry is not an easy one, and they are having tough time, also not being highlighted is that the base price of $35,000 is not realistic and every thing is said and upgraded the Model 3 averages in high 40s or low 50s. These are important factors esp. when Model 3 is supposed to the Model T of 21st Century.

TSLA currently is in a bad situation and they have to turn around swiftly, because their stock-price assumes they will hit home runs in perpetuity, while they are struggling to get their Second home run.. That is the point of discussion.