The thing with all of these Silicon Valley "transportation" companies is that they genuinely believe the only road to profitability is being "Uber, but without drivers" (this includes, of course, Uber itself).
Tesla could drop its auto manufacture and just make money off being a charging network. It could choose to be a car company and make good, high-quality cars. But they won't do either; they're going to engage in thrash and mission creep until they go bankrupt.
jrconlin
Binder