The way I see it, logistics aside, Tesla has awesome cars that are loved by those that manage to get one delivered, customers are actually lining up to buy them to the extent of paying just to get in line for that years ahead of time, and they are pretty much guaranteed to sell anything they ship for the foreseeable future.
Better still most of their would be competitors are either not shipping at all right now, years away from shipping at scale, just plain not even bothering to compete, or shipping limited volumes of not so great products, and generally being vague about timelines, volumes, etc. On top of that they and are struggling with over production of vehicles based on legacy petrol/diesel technology.
E.g. the Germans are doing a lot of hand waving around maybe shipping some electric cars in the next decade while the likes of BMW continue to ship seriously underwhelming electric cars. Ford just discontinued a lot of their petrol sedans. And diesel gate continues to impact most manufacturers involved with basically anything Diesel based.
The way I see it, Tesla will be essentially unchallenged for the next 2-3 years. That's a lot of time to get on top of some simple logistics. And that's assuming the existing car manufacturers actually get their act together. IMHO, most of them are at far bigger risk of bankruptcy than Tesla since they'll be bogged down in demand issues, layoffs, and restructurings for the next few decades.
I don't see the logistical situation as something that can't be resolved by Tesla. Kind of silly to short Tesla under the assumption that this won't be solved; cannot be solved; and that Tesla will perpetually be unable to solve this. The argument seems to be that it is simply impossible to produce the vehicles for Tesla.
If the latest rumors are to be believed, they are pretty much close to the promised rate of 5K cars/week. At 50K price (conservative) that means 250M per week in revenue, or 1 Billion per month. That sounds like a decent business to me. I'm assuming they are not stopping at 5K per week.