Well, Tesla didn't have a massive drop in sales, due to chip shortages, or a changed business model.
When I used to buy cars, I'd swing by the dealership, find one I liked, and haggle + drive away same day.
Drove by a few dealers last month. They have massive lots, which used to have 100s of cars, now bare.
I've driven my car 2 years longer than normal. That's 2 years lost profit for some car maker.
So yeah, it makes them look bad.
Tesla is growing production 50%+ year-over-year. Despite pandemic, chip shortages and war.
If you don't think that is balls to the walls execution then please list all the other manufacturing companies that did better than that in last 3 years.
Evan Apple, widely regarded as logistics genius, recently had a month long wait for all models of mac book pro.
In contrast, GM went from 10 million cars in 2016 to 6.3 in 2021
https://www.statista.com/statistics/225326/amount-of-cars-so....
Pretty much every legacy car maker had declining sales in the last couple quarters.
So yeah, I do think that comparatively Tesla is doing much better.
Changing the design would be a very stupid thing to do.
Don't fix what ain't broke.
Unlike other car makers with yearly cadence of changes, Tesla iterates on the guts of the car on an ongoing basis.
Model 3 / Y got front casting with giant casting machines.
Then back casting.
Then structural battery pack.
Ongoing work on improving the batteries etc.