Tesla needs to come out with a cheaper vehicle. The market for $60,000+ cars is only so large; it's insane that we already sold more vehicles than Corolla globally in September. Can Cybertruck psuh 50% growth YoY? Maybe temporarily. But for mass adoption of electric vehicles globally it's going to require a cheap car, a small compact car that fits international roads better, and a lot of batteries.
Sidenote: ABML (led by ex-Tesla engineer and with a bunch of Nevada Gigafactory OGs now hired) just won a $57 million grant today. People talk about Redwood all the time but what ABML is doing with hydrometallurgical processes for both extraction and recycling is novel and impactful.