Right....wasn't the original Tesla Roadster a Lotus design (
Lotus Position) and the S/X battery packs made by Panasonic (maybe joint design), and the Mod 3 packs are also a joint collaboration with Panasonic.
Technically true, perhaps, but I think that Munro is missing the point. He's been around the auto industry long enough to observe what the Tesla founders also discovered. The auto industry has been hollowing themselves out over the years, keeping only the narrow technologies that gave them what they saw as their competitive advantage, and farming out all the other bits to others. In a mature industry this is probably the right strategy, at least from a "being fiscally responsible to the shareholders" angle.
But then, along comes Tesla. Largely, what the legacy automakers kept had been their engines. What has them freaked out right now is that very little of that competitive-advantage technology applies when you switch the car from ICE to EV, so they're all scrambling, putting something (anything) on the market by cobbling bits together from others in order to stay somewhat relevant. The proper question that Munro and others missed is - what are they going to do next?
Tesla created the Roadster by licensing the Lotus Elise design and modifying it extensively to create the car they wanted. But the Roadster had two objectives besides being for sale to make some money. One was to change the public mindset on what an electric car could be. But the other objective was to create a platform where they could develop and refine the base technologies - chassis, electronics, battery, motor, etc - they needed to create the Model S and future cars. The Roadster has sensors throughout, and lots of it gets to the car's logs which were accessible to Tesla via the cellular modem. I spoke with an early owner some years ago. She noted that she was driving around earlier that week and got a phone call from Tesla saying that they'd noticed something odd in her car's operation, and could she please stop by the service center for a patch? (This was before the Model S and its OTA ability.) Fun fact, those logs are also accessible to owners via a simple USB stick, which they even supplied with the car. Lots of really interesting stuff in there...
Tesla, in all this, was doing what they needed to do to build the core set of technologies they needed to be ultimately competitive in the new EV market they were creating, and they continue to do so. What they don't own themselves they partner with others for, but appear to never simply outsource any bit of the core. They, more than the others, are trending towards vertical integration, bringing in-house parts and assemblies that others seem to be outsourcing.
GM, and perhaps others... What are they doing? We know GM has a relationship with LG, but not the terms of that relationship nor their individual intents. How will it evolve? Is GM running their own secret R&D program in parallel to replace LG, or will they continue to depend on outside suppliers for even the core technologies of their EVs? There were reports that the motor, for example, is largely a GM design, so I expect they recognize the challenge they face, but what about the battery and drive electronics?
Then there are the seats... {sigh}