They could also buy from the gigafactory, just like Apple buys components from Samsung (their competitor within, particularly, the mobile market). Google licensed their search engine to Yahoo and others.
Tesla is not in a position to replace Ford and others, and they won't be for several years. Even then, they won't be in a position to displace anyone in anything other than consumer vehicles. They have no truck and no announcement for a truck. They have no busses. They have no heavy equipment.
Tesla is not in a position to replace Ford and others, and they won't be for several years. Even then, they won't be in a position to displace anyone in anything other than consumer vehicles. They have no truck and no announcement for a truck. They have no busses. They have no heavy equipment.