Tesla could complete with BYD if they weren't slipping into a global political crisis while simultaneously manufacturing vehicles that remain unaffordable to the majority of buyers.

Pulling a $19k Model 3 (delivered) out of the air is the only solution I can see. Musk will be forced to step aside if the sales continue to slip into Q3. They certainly will lose money on each delivery, but they will survive until the robocar tier is ready.