Here is another article by the same guy. https://hbr.org/2015/04/why-tesla-wont-be-able-to-scale https://hbr.org/2015/04/why-tesla-wont-be-able-to-scale He ar

Here is another article by the same guy. https://hbr.org/2015/04/why-tesla-wont-be-able-to-scale https://hbr.org/2015/04/why-tesla-wont-be-able-to-scale He argues that Tesla will not be able to scale for two reasons. The first and most credible reason is that Tesla has already established an overhead structure for low volume, high margin cars and that it will not be able to change this structure for Model 3. This is a legitimate point, but it cannot be said that this is a reason why it would be impossible for Tesla to scale. The title suggests that it is. The second point he made was that because Tesla "dealers" are in the business of making money, they will always give higher priority to selling the more expensive, higher margin cars than cheaper ones. He is saying that this is going to be a major impediment to the success of Tesla in their high volume aspirations. I think it is obvious that this is a laughable argument. Even if we pretend for a moment that customers have absolutely no control over what they buy, this argument falls flat. Tesla has exercised more control over their retail experience than any other car company that I know of. And they do this in spite of huge resistance from the automotive establishment. It is bizarre to propose that the Model 3 will fail because Tesla won't be able to get their own sales people in line. And the arguments in the "golf cart" article are just as vapid.