1. as far as I know, there are more pre-orders for the Cybertruck than for the Lightning

2. the bottleneck isn't the production of the vehicles but of the battery cells. Tesla has secured far more battery production than Ford and the Cybertruck needs less cells than Lightning for the same range.

3. the advantages of Tesla will continue to increase as Tesla expands their charging network. Unless I'm mistaken, Ford does not plan to compete and wait for others to build a network.

1. A quick google result shows about 10x. 1 million vs 100,000. Still, I think we'll see Tesla hit a ceiling at some point. I could be wrong. But for the most part, cars like the Model 3 and the Cybertruck existed in a near vacuum of desirable futuristic electric vehicles. Competition is starting to finally show up, and not everyone will choose Tesla. Plus, Tesla needs to produce - if they ramp quickly, I'd suspect maybe 100,000 Cybertrucks to sell each quarter. Ford also needs to ramp quickly, though. They've sold less than 20,000 Mach-e because they've only produced that many.

2. In the EV space, production is key. And batteries are central to EV production. No doubt about it.

3. Tesla has the best charger network (in the U.S. at least; I'm not fully versed.) The combined competitive networks are growing but they need to improve on quality, too. Still, I think this moat is shrinking, not growing.

Having used both, the non Tesla charger networks are almost unusable. UX is extremely important for people buying their first EV, it absolutely has to be plug and play. Sadly only Tesla has understood this.