I think that might have been true before July. As of now, it looks very likely that Tesla can produce the Model 3 at scale. The current drought in production a

I think that might have been true before July. As of now, it looks very likely that Tesla can produce the Model 3 at scale. The current drought in production appears to be due to a shortage: https://moneymaven.io/mishtalk/economics/force-manure-tesla-way-short-of-m3-goals-silicon-carbide-shortage-explanation-C-dmo-YZxkiD25lPsUIh1w/ https://moneymaven.io/mishtalk/economics/force-manure-tesla-... That's bad news for Tesla's fiscal situation, but a shortage of semiconductor wafers isn't indicative of some major flaw in the actual manufacturing process. Also, Tesla currently dominates the market for these wafers: https://www.reuters.com/article/us-infineon-technol-results-idUSKBN1AH4EY https://www.reuters.com/article/us-infineon-technol-results-... https://semiengineering.com/sic-chip-demand-surges/ https://semiengineering.com/sic-chip-demand-surges/ which suggests that any potential competitors will face the same limitations, because SiC inverters dramatically improve the performance of electric motors: https://www.eetimes.com/document.asp?doc_id=1330491 https://www.eetimes.com/document.asp?doc_id=1330491 The global supply chain has to adapt to high demand for high-powered electric motors. Anyway, once Tesla has successfully produced and sold a mass-market car, the need for a mythical figure at the top fades away. Since it looks like they're close to doing that, they're also close to doing away with Elon.