You make a good point. If they go the route of just selling the technology to existing car companies, then it's very likely that they'll spend more time on those efforts than producing their own vehicles. If they can get the price on their cars to match that of the average vehicle, they'll be a staple for sure.
Remember that even with the Tesla roadster, they still pretty much only made the power train. The rest of the platform was basically licensed from Lotus.
