Andrew Tonner: Hey, Fools, Andrew Tonner here. I'm joined today by analyst Brendan Byrnes.

Brendan, one of the big storylines we've seen in the industrial sector is Tesla (NASDAQ:TSLA) -- a truly game-changing company, potentially -- but at the same time they've caught their fair share of flak in the past. Most recently, the New York Times article giving the Model S a scathing review, Tesla firing another shot right back at them.

When you look at this storyline that's unfolding into a media drama, almost, what do you see?

Brendan Byrnes: Yeah, a very interesting storyline, especially Elon Musk coming out and directly firing back at the Times. Of course the story is, the Times was driving the car from Washington, D.C., up to Boston and said it ran out of power sooner than it should have because of the cold weather. Elon Musk says, "No, no, no. We have onboard computers in this car and we can track this."

Andrew: "We actually know," yeah.

Brendan: Yeah. He put up a post, he put up these graphs. Overall, they're going to fight this out. We've already seen a rebuttal by the New York Times columnist, so it'll go back and forth a little bit but I don't think this is a thesis changer overall for Tesla, when you look at this stock from an investment perspective.

It remains a speculative play, I think, but that doesn't mean it can't be a successful one. I love what Elon Musk is doing. I'm certainly not going to bet against Elon Musk. The guy is PayPal, SpaceX, SolarCity -- what else do you want the guy to do?

I think it remains. They're cash-flow positive, which is certainly a good thing. The Model S has gotten great reviews, other than this New York Times piece, overall. They're coming out with a Model X in 2014, which will be more of an SUV, but I'm more interested to see what's beyond that.

There's talk of maybe a $20,000-$30,000 car. I think they really need to hit that niche to make this more mainstream.

Overall, when you're talking about Tesla it's kind of a chicken-and-the-egg type thing. The car is there. It's got 160-mile range on the base model, up to 300 miles on the extended version model, so the car is there. The infrastructure, can it really catch up? That's where they have to get to right now.

Tesla, again, a speculative stock, but I think they can come in and disrupt the big boys -- Ford, GM, Toyota and Honda -- if they can gain traction in this electric space, if the infrastructure is there. We already see them partnering with Toyota on the electric RAV4 so they have the technology there. It's all about whether this can gain adoption with the mainstream.

If you think it can, I think Tesla's a great play, but it remains speculative.

Andrew: Yeah, exactly. I think the other key here, too, is it's going to take a long time for this investment thesis to unfold as well.

Brendan: Right.

Andrew: Definitely a stock for a patient investor. It could be a big winner, but it's also definitely risky. Brendan, thanks for your insight. Thanks for watching, folks, and Fool on!

Andrew Tonner and Brendan Byrnes have no position in any stocks mentioned. The Motley Fool recommends and owns shares of Tesla Motors . Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.