> Don't underestimate production and quality.

I am not underestimating production and quality. I even said that I think that Tesla's production and quality problems they have currently are their biggest problems. I do not underestimate them - but I also do not think they will sink the company.

> This is not software where you can make changes quickly.

Compared to the previous industry's way of doing things, yes it is like software where you can make changes quickly. Even on the scale of years, Tesla is showing itself to be more agile than traditional car manufacturers.

I still think you are underestimating how much effort goes into production and quality of physical products. The "previous industry" are no dummies and they have optimized their processes for a long time. It will be very difficult for Tesla to catch up in short time.

I don't expect Tesla to catch up in a short time. It has already been decades almost, and I would expect it to be decades more. Without doing any real math, 2040, 2050 seems like a good mental calculation result for when I would expect Tesla to be a larger company that matches or surpasses the outputs of their competitors in terms of car production. Yes, it takes a long time to build a car company. Tesla isn't going anywhere, production issues or not. They will find a way, and they will do it more efficiently than previous car companies.

> The "previous industry" are no dummies

I don't agree with this, but I wouldn't use the word dummy exactly either. I would say stubborn, and they are very very stubborn. It will take them longer to pivot to winning and sustainable strategies like Tesla's than it will for Tesla to resolve its production and scaling issues.