Thing 1: An electric semi tractor-trailer (a.k.a., lorrie) with enough battery to have 500 miles of range at freeway speeds. They clearly did their market research, including features like fleet management APIs, a stronger windshield, and caravaning support for increased energy efficiency. They didn't show retail prices, but they did a bunch of cost-of-ownership calculations versus traditional diesels. Supposedly they've already got orders from several big operators. Of note, it's got a variant on Tesla's normal AutoPilot rig, so a driver is still required. The versions they showed have no rear-view mirrors, but instead have cameras and screens.

Thing 2: A $250k outrageous sportscar with a 200kWh battery pack (twice the size of a Tesla P100D), three motors, and a claimed 0-60 time of 1.9 seconds. And 600+ miles of range on a charge. Oh, and pay now get it in three years.

The semi is clearly a big deal. The outrageous sportscar seems like it's going to kill a lot of rich people.

A lot of the criticism I've seen on the net has been of the form, "gee, if they're not able to ship the Model 3..." or "gee, if they're not profitable...". I'm not sure I buy either argument. Of course you pipeline your development efforts. None of these new things are going to be on the road for a while to come, so the Model 3 "production hell" ramp-up should be fully sorted before they're making either new car.

As to the financials? All the people who criticize Tesla's financials seem to conveniently ignore the crazy poor financial state of the rest of the automotive industry. Worst case, somebody else big buys Tesla out. Maybe Mercedes. Maybe Toyota. Tesla is clearly far enough along that somebody else would want to keep the ball rolling even if Tesla's bank accounts run dry.