I would actually argue the contrary. I don't see where Tesla has established new sales channels or a new market. They are selling through the same channel (deal

I would actually argue the contrary. I don't see where Tesla has established new sales channels or a new market. They are selling through the same channel (dealers) as traditional auto manufacturers. Yes, they revolutionized the engine, but other car manufacturers can follow suit. Unless Tesla cracks the ride sharing market with self-driving cars (new market), for example, they are not out of the woods, yet.