You forgot to mention that China, Vietnam, Thailand, and Indonesia are all betting big on EV production. China is of course the main competition, but it's telling just how stiff the competition is getting across the board. BYD is currently making more cars than Tesla, with more advanced battery technology and comparable build quality, for a fraction of the price of any Tesla.
Meanwhile Elon is too busy rage-tweeting and K-holing to work on any of the things Tesla promised it would do this year, like release a model 2 or something with robots
The auto tariffs are a present for Elon. Teslas are the most American of American cars, and while they do still use foreign parts they use the least out of everyone.
On top of that, in the EV category, Tesla is pretty much the only one made in the US.
Meanwhile Elon is too busy rage-tweeting and K-holing to work on any of the things Tesla promised it would do this year, like release a model 2 or something with robots