Probably Tesla loses a lot of money, same way that they make a lot, as long as the balance is positive they are viable.
I agree with you that venturing into saturated markets is risky but I’m guessing the only way to make a breakthrough is to risk it.
I for one will support with the subscription model as long as I can see a level of usability and a continuous improvement. My small contribution won’t make a difference but if many of us contribute I guess the long term results is what we have to judge.