He says the cybertruk is late but did clearly no research on why (battery/material/chip constraints, waiting on bespoke gigapress to even be produced for them) and their competitors have produced laughable numbers of trucks.
And that's the general feeling I took away from this video. Not that Tesla is awful, or doomed to failure, but that they lost a chance to become undisputed king of the EV market. Instead, through a lot of small unforced errors they're probably just going to be one among many in the future. Maybe you think Tesla never had a chance to obtain a majority share of the market, or maybe you think Tesla still will end up being massively ahead of everyone else in the end, but I also tend towards believing that Tesla once had a chance to have more than 50% of the market and now will probably just sit in the 20% range when everything is done shaking out. Time will tell.