One thing I think that is missing, although it mentioned people love their Tesla and so is other thing in life. It is the fact that I felt that this is derived from the way Tesla designed the car, it is intuitive just like when the first Iphone introduced. There is no whistle and bells like the traditional car. Just like iphone compare to Nokia.
My big take away is harder for the car company to become a software company than a software company become a car company. Not to mentioned as a car company, it has lots of 'legacy' or baggage that they have to deal with.
The works is two times harder I think for an incumbent to become a software company as a compare software company to become a hardware company. First: As an incumbent they have to unlearned the old way of doing or thinking about what a car company is. Second: If they are successful at the first one, then they have to learn how to do the software.
While for Tesla, is only 1 step which is to learn how to make car (about the hardware). Tesla does not need to unlearn about things because it has no legacy.
In my experience it is harder to unlearn about things rather than learning about things. I might be wrong :)