[jml78]

Tesla and every other EV maker is battery constrained.

Tesla will sell every Cybertruck they can make as fast as they can make them.

Tesla still doesn’t sell that many cars overall per quarter. But they can’t keep up with their demand.

Ford will not be able to sell many electric F-150s because they won’t have the batteries to do it

[danudey]

Tesla's most recent profits were a staggeringly high $9.22bn.

Ford's most recent profits were a startlingly middle-of-the-road $19.934bn.

The Cybertruck is going to sell to nerds who think they're a handyman, but the eF150 is going to sell like crazy, and Ford has the money to buy up capacity that Tesla can't really match up.