This is probably the only direction available to Tesla. They can grow or lose market share over 5 years as the legacy automakers catch up. The biggest threat

This is probably the only direction available to Tesla. They can grow or lose market share over 5 years as the legacy automakers catch up. The biggest threat to Tesla now is that their logistics teams will be able to source sufficient materials. I think getting the manufacturing lines up and running will be a challenge, but one Tesla has met before. Financially can Tesla do it? I'd say yes, and they probably won't even have to do any fundraising to do so. They will probably be able to fund it completely through debt instruments. They are a good bet by any measure at this point.