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Why was ford and gm not on that margin overview list, that would have been super interesting - I guess because they are not pure EV makers? But neither is stellantis
Huh? They are in there:

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It's hard to get too excited about the promise of new products when all of the promises of the solar roof and its multiple variants still haven't been fulfilled.
Solar roof is not important. Its just a pretty version of a product (solar panels) that the world can already produce enough of at scale. plus it was harder to deploy than tesla originally expected so hasn’t worked out and many would agree its probably ok to remain a niche effort at Tesla.

EVs, batteries, Bots etc are far more important products.
 
2 new products!

5 million units each per model (but then says combined?)

Is that a new silhouette tease? Or is that an existing model?

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I think it's pretty safe to say that this is the anticipated Model 3 Refresh "Project Highland". Silhouette is definitely similar to a Model 3 and too long / low for a compact (which I'd guess is the 2nd big new product -> Starting in Mexico)