When things like the pandemic and disrupted supply chains happen, companies sometimes need to move in a different direction than planned. Or is Tesla's massive growth in the last few years and sales numbers not enough to convince you they might actually know what they are doing? Successful companies don't adhere to arbitrary announcements and timelines; they change plans when necessary.

The world was hungry for EVs; Tesla had products to sell. As other options become available, their lead has shrinked over time.