I recently read Origins of Efficiency by Brian Potter, and one of the interesting things it talks about is the path of the Model T.

Ford invested heavily in an in-house, highly optimized production pathway for the Model T. Other manufacturers sourced a lot of their parts from vendors.

This gave the Model T a great advantage at first, but they had a lot more trouble than competitors in coming up with new models. Ford ended up converging with the rest of the industry in sourcing more of their parts externally.

The lack of new Tesla models makes me feel like a similar pivot is what Tesla needs. My suspicion is that they probably need a less terminally distracted Musk to pull it off.