Yeah I thought the same lol! Not ahead in production wuuutttt?? Ever heard of a Gigacasting or a structural pack lol? I mean the alloys themselves that go into the Gigacasting are insane! Tesla has without a doubt one of the best metallurgy teams in the world. What car maker invents their own alloys? Every casting they implement eliminates as much as 300 robots on the production line! As Elon has said, Tesla's long term advantage will absolutely be manufacturing. No one will be able to catch up. They may be able to get to current Tesla levels by like 2030, but where will Tesla be then? It's not Tesla is sitting around waiting for someone to come and get them lol.
And I didn't even dive into how far upstream they are going to with the lithium production process; even extracting lithium from clay if they need to. Tesla has massively locked down their supply chain, while everyone else is still scrambling to produce EVs in the first place!