Three Questions About Tesla

  1. From a customer's perspective, what is the fundamental problem that Tesla is solving? Its value proposition seems to be, "The world's most sophisticated all-electric car." That's well and good, but what is the specific problem its leadership has identified that it is trying to solve?
  2. Assuming that its leadership has identified a specific problem, is the opportunity unlocked by solving problem large enough for Tesla to be a successful and profitable company in the medium-to-long-term, especially considering the unique challenges that Tesla faces as a business from a manufacturing, distribution, and infrastructure perspective?
  3. What is a realistic list of potential meaningful achievements for Tesla within the next 5-10 years? That is to say, what does successful mean for Tesla and how realistic is is that success will be achieved?

I am bearish on Tesla at present because I do not see clear answers to these three questions. I would love it if someone could help me to answer them.