It's almost like you don't understand Tesla at all
I've never invested in TSLA myself. I guess I probably should have but working at GM for 6 years and understanding very well the kind of finances that go into the auto industry I just steered clear of it.
The most compelling argument about TSLA's valuation is entirely around their production just like comrade here is saying. TSLA has never once met a production quota of any kind. But they have an astronomical stock valuation despite being a boutique car dealer for all intents and purposes.
Being cool is not a cashflow.