Parts availability doesn't have much to do with dealerships. That's just Tesla being crap at inventory management, which would be the same story regardless of their sales/service structure. (Also, dealers don't generally do body work, and Tesla already supports 3rd party body shops.)
They do seem to have velocity problems with service scaling, and dealers and independents may be able to help with that, but I see no reason to expect it to be a problem once growth levels out.
I don't particularly like the lack of 3rd party general maintenance, but most of Tesla's target customers probably don't care.
> That's just Tesla being crap at inventory management
My knee-jerk reaction is to respond that "Well every part they make is going into a new car, they don't have the capacity yet to keep up with production while building spare parts"
But after more thinking, I think you're right. They should prioritize at least having enough spare parts on hand so that people aren't waiting months for new body panels. I think pleasing the people who already have a car in their possession is more important than getting cars to more customers. People on the wait list already know they're going to wait a while, but having to wait an excessively long time for replacement parts creates a very negative user experience and I think is more likely to lead to order cancellations.
They do seem to have velocity problems with service scaling, and dealers and independents may be able to help with that, but I see no reason to expect it to be a problem once growth levels out.
I don't particularly like the lack of 3rd party general maintenance, but most of Tesla's target customers probably don't care.