[throwntoday]

It's clear that the video maker had an agenda and this is more of an Elon hit piece than a factual mini-doc on Tesla.

He says the cybertruk is late but did clearly no research on why (battery/material/chip constraints, waiting on bespoke gigapress to even be produced for them) and their competitors have produced laughable numbers of trucks.

[NineStarPoint]

Why Tesla was late doesn't matter, it's still a fumble. If they can out produce the other manufactures in the coming years despite previous massive delays, then yes they could make up for that mistake given the competitors are also still in a ramping up phase. But they've allowed others to have a chance to catch up.

And that's the general feeling I took away from this video. Not that Tesla is awful, or doomed to failure, but that they lost a chance to become undisputed king of the EV market. Instead, through a lot of small unforced errors they're probably just going to be one among many in the future. Maybe you think Tesla never had a chance to obtain a majority share of the market, or maybe you think Tesla still will end up being massively ahead of everyone else in the end, but I also tend towards believing that Tesla once had a chance to have more than 50% of the market and now will probably just sit in the 20% range when everything is done shaking out. Time will tell.