Chris Ziegler:

First, let’s get this out of the way: arguing that big automakers need to learn anything from Tesla is bold, I admit, considering Tesla’s often dire financials — and the fact that when you compare it to an automotive giant like Toyota or Volkswagen, its production output is still a rounding error away from zero. Tesla has yet to prove it can survive at scale, and that won’t happen until the company is taking orders for a large number of Model 3s, producing them, and meeting demand. That’s two years away at a bare minimum; likely more.