What you're missing is that Tesla does not want to be a Mazda, nor a Ford, nor even a Toyota. They want to be an industrial behemoth that powers every part of the carbon-free economy. They want to be a GM, GE, ConEd, Exxon and Uber rolled into one. This is not some bizzare internet conspiracy, this has been stated in plain English multiple times and has been voted on by their board.

Now, you might think that's too risky, too ambitious, or they'll never be able to execute etc. Whatever. But you can't judge them based on your own made-up ideas and standards.