SciFrog:

The writer is long TSLA shares FYI. It is very thorough with a few simplifications (the model Y is only a stretched 3 on the Z axis, but we know it will have 7 seats for example). Also no word on the pick up, semi, roadster and other vehicles in the future. Tesla still needs to address many markets (convertible anyone).

But the bottom line is they are simply saying that demand is key and Q1 drop was bad and unless it rebounds, Tesla is in trouble. Fair enough.

How can Tesla expand its product portfolio when it lacks the capital, and cash flow, needed to support its current operations?   Under Musk, the company has played a dangerous and unproductive game.