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> Tesla could have owned the entire EV truck market currently, if they didn't choose to make a truck that required a big amount of R&D and is hard to build. Why Tesla chose such a path completely baffles me.

I often think this, but then I think about how it would have actually happened. Right now, Tesla doesn't have enough domestically produced 2170s to supply both 3 and Y production. The 4680 ramp has been so slow that it is barely ahead of CT production anyway.

I think some of their failures on the battery supply chain side are bleeding over into product failures at this point.



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