The article has virtually no actual information. It's just some Joe Blow's opinion that Tesla cannot ramp up production as fast as Elon Musk thinks they can.
On the one side, the guy who built PayPal and sold it for a bundle, then built the companies that produced the Roadster and sent a space capsule to the International Space Station, and on the other side, some hack financial "analyst," who lacks the ability to build and run a company of his own, and so makes a living giving other people advice.
Who you gonna trust?
As I've said elsewhere, Tesla has losses on the books because they've invested a bucketload of money into R&D and building plant, and are still in the start-up stage of production of the S, making sure the assembly line runs smoothly. The average company takes five years to break even, and another five to produce enough profits to support the owners. And of course the "news" nowadays is about sensationalism and demagoguery. Actual information has no place any more.
But some people think a car has to run on fossil fuel. So Tesla seems Quixotic to them and they cannot believe it can succeed.