What's your opinion on Tesla? Many people who read their financial documents say their situation is really bad.
The one distinguishing factor is that they have terrific brand value because of Musk, and this could mean that consumers would want their cars despite all the troubles they have. I think this unusual level of brand value is the confounding factor that muddies predictions and is unquantifiable. Brand value makes consumers make non-rational decisions. If it was any other car company with Tesla's numbers you'd be crazy to bet on them succeeding.
People who hear that say, Lexus are doing badly and have severe problems with their cars are going to go buy an Audi. People who want a Tesla so far are just waiting for a Tesla.
If you're buying something where a large part of the value is in the image/brand it's usually not fashionable to complain about it.
When a S10 breaks it's GM's fault. When a Tacoma breaks the owner didn't treat it right.
When a Kia breaks it's unreliable. When a BMW breaks that's just part of owning a BMW.
Tesla has cultivated an image (or rabid bunch of fanboys, depending on your perspective) where you're expected to put up with shoddy build quality and less than prompt service as part of the ownership experience so Tesla gets a pass on those things.
I'm not sure what they're investing in and how much more they have to invest so I don't have an opinion.