not being in a zero sum environment doesn't mean that people aren't going to look at the price. When big manufacturers can scale up output I don't see how Tesla is going to justify their price.

And that isn't even taking into account that Tesla is burning through crazy amounts of cash already.

Sure. If you're expecting a total Tesla failure on price performance... then they'll fail. In terms of the EV models out in 2018, I don't think this is what is happening here. Tesla are having trouble keeping up with demand. They've also been playing a big risk strategy all along, so they still may explode or run out of money.

..I'm just skeptical that the last line of this article:

If Tesla can’t figure out how to make more cars soon, it could open a lane for rivals from Detroit and overseas to...

I don't agree. There is a big market here, it's basically the market for cars. There's no way Tesla could have ever held that whole market, I don't think they expect to and we shouldn't want them to. Within the market for cars, Tesla could be selling many times more cars than they are optimistically promising to make currently.

I think competition is, in this case, way down the list of problems. The problem is as they've been saying all along, they need to build more cars faster.