Maybe? It's how McDonald's runs things too. They make the food centrally and ship it to franchises. They take on brand risk, food logistics at scale and so on. Franchisees deal with local demand, operations, hiring, local laws and so on.

It's not an exact 1:1, but that seems to be the model here. Tesla does the things that can scale (FSD, manufacturing, etc.) and operators do the things that can't.