The move will cut off Tesla’s predominant revenue supply and start a transition to a new product–the Mannequin S electric sedan. Whereas Tesla has still offered fewer than 2,000 Roadsters, the Model S will likely be made fully by Tesla at an entire completely different scale of manufacturing in its new factory. That means nonetheless-unprofitable Tesla enters a period where it has little room for error as it takes on big changes in the way it does business and its underlying product.

“These loans do help, but the changes are usually not transformative, actually not transformative sufficient to justify charitable donations to the usual microcredit mannequin. We’ve got seen, although, that these are viable revenue-making products, and so investors thinking about a double-bottom line should take notice,” said MIT economist Esther Duflo, co-author of two of the studies, in a release.

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