.... I think you mean manufacturing is cheaper in china.. Tesla has made huge head way in development and if the government truly backs, the US and Tesla would hold the patents for the newer generations.
Tesla is different. Tesla is automation (mobility) and maybe storage (but not so much).
Tesla is "when in the new economy, you dont own a car, you order it, and it will drive to your doorstep and then automatically to your workplace", increasing efficiency and productivity. And reducing overall cars on the street. Teased for 'in ten (to twenty) years' (but I dont believe in that time table for level 5 automation..

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edit: And battery production, and battery recycling infrastructure. And industrial transport infrastructure (which could go live - earlier).
Also - until you get there Tesla is a more attactive (but overvalued) car brand than german car manufacturers.
So the value is very likely in the infrastructure play.
Also until you get to a zero carbon/a carbon neutral economy (what many countries are pledging as a 2050 goal), Teslas emit more CO2 than - well not a Humvee, but a normal equivalent car. But that doesnt matter so much, because in a carbon neutral economy they dont. And you need to get there somehow.
edit: This:
https://eufactcheck.eu/factcheck/mo...s-generate-higher-emissions-than-diesel-cars/
Factcheck says 'mostly false' but currently - eh... no.
edit2: Better calculations:
https://electrek.co/2020/09/01/tesl...fetime-emissions-mercedes-benz-c-class-study/
(Well, at least - calculations..

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