I think that it was great what Tesla has achieved. beleiving in traditional carmakers we would still believe that 100km range is more than enough.
A Company like Tesla could not have grwon in Japan or Germany, but imho only in some regions of the US,w here investors are willing to bet billions on dreams.
BUT... on the other Hand... Musk is not the messiah. He can not walk on water as some believe.
Tesla might be a success in the Long end, but until now they only burn money. Making money in the car industry is the more difficult part.
The "technological" advantage is on one Hand the idea to just try something new, but mainly it is about taking the risc. The risc to use a rather unsafe battery, the risc to offer rather unsafe Technologies and Name them "autopilot", the risc to bring cars to the market before testing them.
A traditional carmaker can and will not do this, because the risc to lose the brand imgae is not worth the gain to be "the first". Tesla has nothing to lose, they had been on the edge of bankruptcy before.
Tesla promissed to earn Money with the model 3. Production delay is not unexpected, his Claims have always been way to optimistic. The big question for me is, if Tesla 3 can earn money, especially in a market that will be much more competitive in 1-2 years when the big Players will offer similar electric cars. Taking the time to optimze production and doing tests before selling them to the market and with the experince to produce cars in a mass scale at competive(!) prices.
So I think 2018-2019 will be interesting times for Tesla and its future as a company.
I would have not bet any money that they came as far as they already did and for the international car industry and the enivornment I'm quite happy that I was wrong.