Fehrenbacher had thought components sales might provide a backstop until the Model S appears, but points to the recent S-1 filing. "Tesla doesn’t have any signed agreements for powertrain component sales after 2011." As interesting for what it says about Toyota. There's no evidence yet of a deal beyond 2011 regarding the heralded, new RAV4 EV. And Daimler is committed to German batteries going forward for Smart and Mercedes, and has a deal with BYD for China.
Tesla has weathered dry spells before with Elon Musk's money, as it appears will be the case again.