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.