Tesla has done a great job of breaking new ground, and Musk has reaped the financial rewards from that (not so much his workers...).

Longer term I agree with something Bob Lutz said years ago about this situation when it was a future theoretical. It is much harder for a technology firm learn how to be a car manufacturer than vice versa. Tesla is a technology firm, Ford a car manufacturer. We'll see in the next few years.

Delivering on time, build quality, spare parts, service, infrastructure, etc. Except for charging stations, Tesla is way behind on all long-term success metrics.