Tick, tick, tick. That's the clock ticking away on Tesla - time is limited until Toyota and Honda (especially Toyota) make some real gains in EV technology and start building well engineered, highly reliable, long range EVs.
If Tesla wants to survive long term, it's vitally important that the get the III right and start acting like a real mass production auto maker. The niche market of the $150K cars works very differently than the <$50K market.