i think the main reason, as a follow up of your opinion is that Tesla is a technology company first and automaker second. This gives a huge potential to sell services that are unique/very specific that are tremendously expensive. Im talking about Cells/Battery technology, AI, Autonomous driving, Infotainment devices, Internet of things, Chargers etc... etc...
I think at this point the only Automaker that can follow up Tesla could be Toyota or VW.