At least some points he makes are true. Battery tech Tesla don't own any important battery technology or patents. Main battery manufacturers are Panasonic, L

At least some points he makes are true. Battery tech Tesla don't own any important battery technology or patents. Main battery manufacturers are Panasonic, LG Chem and Samsung SDI. Panasonic is the leader and Tesla’s manufacturing partner, but LG Chem has made lots of progress and they are supplying to GM. Panasonic is rapidly expanding their own battery production is going to sell to other manufacturers also. fixed cost and mass production Tesla has no experience with large scale mass production (producing less than 100,000 cars annually is not big league). They have struggled with quality and delivery even with modest volumes for years, it will be harder when volumes grow. They don't survive massive recalls if the quality is not improving. They have to get Model 3 into mass production within a year or they will run out of money and investor's and customers patience. Nobody want's to wait years for a car. Roadster and Semi are just distractions. Tesla's future is on Model 3.