Seemed quite clear it was supply chain issues, and the choice was fulfill orders for existing products, or introduce new product and eat into current product. There just isn’t enough chips to go around with more products introduced.
Better to maximize one than to under-produce both.
What foresight, being that both of those products are already in production, and in the case of the Hummer EV a few are even on the lot for sale apparently!
I'm not a Tesla nor Musk fanboy, however it's highly likely that the CT will be significantly better than those 2 competitors in terms of: bed size, interior room, visibility, range, charging infrastructure & scratch/ ding resistance.
From where I sit the CT is going to be such a better product than the competitors that I'm not left with any other choice in an EV truck, other than the CT.
We'll see of course what GM is able to accomplish as well as Ram.