I'm not at all implying that the money will go poof. What I do mean is that inability to meet demand is actually an incredibly serious problem for a car manufacturer - one that's more closely associated with failing Soviet enterprises, regardless of spin to the contrary. Having three years of cars in your backlog isn't winning. Waiting three years for your car to arrive isn't revolutionary.

Meanwhile, Detroit produces more cars then that in two weeks.

Tesla might win eventually, but let's not get ahead of ourselves.