Comment by Alconicon

I would argue that Tesla didn't lose its way, it used it way to get were they are and now you see the deficits of it.

They started without all the legacy and worries. Like existing suppliers, existing things, existing image. Fresh market, modern software development etc. brought them a proper market share.

Now the olds had to update themselves, which they did and now they are stuck with tesla.

But thats it. Tesla doesn't has that much innovation. Plenty of things did not materialize at all.