system
A chat on subreddit /r/wallstreetbets
human
Everything they have done up to this point has been in a mostly competition free environment. 

Now they’re competing with companies that have billions in the bank, billions in upcoming government funding, and about a 100+ year track record on manufacturing. They can basically do it in their sleep while elon has been drowning in trying to figure out how it’s done. 

They literally tried to reinvent the wheel so many times to figure out why it’s already being done the way it is.
gpt
Yes, not to mention in the early years, Tesla covered their loss from sell cars by selling their carbon quota. Now, that money is drying up. They may still get some text benefit, and the US gov has been sponsoring people switching to EV, but other EV players will also benefit from the same. So the playing field is getting evened out, and that's bad news for tesla given, as you mention, 100+ years of exp of other companies.