> their Nth generation of electric pickups before Tesla has even released their first

The Cybertruck is about to come out this year, the production line is literally running with 1000s of people working there.

Ford has a truck out but the numbers aren't exactly gangbusters. GM has 1 with totally insignificant sales, basically a novelty item so they can say the have a product. Stellantis has sold non. Neither Toyota nor anybody else has an electric pickup. Rivian has one but they are also a small startup that has a lot of issues with scaling and finances.

Claiming that Tesla is so far behind is pretty much nonsense. And even if GM releases another pickup first, their Ultium battery is having massive issues and they barley produce any volume anyway, look at their Lincoln.

People have to remember that the pickup market in the US is basically 2 million vehicles a year. This year about 100k-120k will be electric.

Tesla has a huge factory with integrated battery production, that line has much higher capacity then any of the lines currently being set up for pickup EV. Ford is lacking batteries as they were very late in setting up their own battery factory and that will make it hard for them to scale the F-150 and if they do they wont have batteries for their other EV lines.

> They haven't released a new car in over 3 years

They have opened 2 new factories, and have made their car into the most sold and most profitable car in the world. And somehow that's a failure?

> Almost all other car makers are going electric, some with close to a century of experience building cars and massive model ranges.

Its funny how the goal post moves. It used to be that Tesla would never be able to build a car at volume and they suck at manufacturing. Now both VW and Toyota have publicly stated how brilliant Tesla is at producing cars at volume so that argument simply doesn't hold water anymore. Now this is a new one, 'these company have 100 years of experiance in manufacturing, no way Tesla can do it' is out of the water.

So now we have moved on to 'these companies have 100s of years of experience in manufacturing multiple different cars' so Tesla will never be able to do that.

Have you ever asked yourself why Tesla hasn't interdicted new models? Do you really think it would have been hard for them to turn the Model 3/Y platform into a few other shapes? The reason is that batteries are the limiting factor, and if you can use all your batteries on fewer models then your overall manufacturing cost and complexity are lower. Why build a few low volume model version if your total sales aren't gone increase from that?

> Tesla "got there first" and has a small lead in battery tech and charging networks, but that lead is fading fast.

Tesla doesn't actually have that much of a lead in battery tech that is all that relevant. Tesla position in the market is not because of better batteries, that's a total misunderstanding of the market.

And their lead in charging networks is not actually getting smaller. In the US specifically their lead is actually increasing.

And their lead battery technology is actually increasing relative other car markets. Tesla is making its own battery, even if they are the same quality and price as other battery makers, not paying huge part of the value of your car to a battery maker is an advantage by itself. Tesla own battery lines have to potential to be very cheap and that combined with not paying profit to the battery maker will be a big advantage.