It's not so much about Tesla. Tesla is following the same trajectory that a lot of other consumer electronics have. i.e., You go from the PC model to the smartphone SoC model. You do everything in house, cut out dealers, get rid of interoperabilty and throw in some DRM/obfuscation if people try to make aftermarket parts or repair them. Add to that the fact that the govt. will anyway exert more regulatory control with all things autonomous. You end up with a segment that is heavily regulated, with little choice for end-users. Much like healthcare or telecom.
That's pretty clearly a consumer hostile position. Given the extreme competition in the automotive sector and the nation-state interest in their continued success, I'm a long term bear on Tesla.