Having said all that, it remains to be seen. Tesla's squeezed through these predicaments before. Maybe they have a plan. Maybe they're smarter than every other car company. Maybe they'll get lucky. But I wouldn't count on any of that.
It surely does. But I think the biggest hurdle is past them. They are getting a lot of traction/interest worldwide ... not just to sell cars, but to make them there as well. The same goes for Gigafactories. Are they smarter than every other car manufacturer. I do think so, but it needs to be said with a certain commentary ..... it's only valid as far as EV production and technology and only until others catch up. They have a huge benefit of being scrutinized in different ways, by the market, investors and their own stockholders. In another words no ICE baggage profit reliance from the past or the future. They have a clean slate nobody else does. They juggle just one huge EV ball .... while everyone else has two and has to play constantly their game.
Luck will have nothing to do with their success ....