Personally, I vastly prefer the VW ID.3 (and the slightly larger ID.4). It doesn't have the sleek looks, of course, but in terms of feel, comfort, features, and so on, it's a much nicer car. It's probably a better car than a Tesla for most people.
The U.S. market is struggling to offer enough lower-budget electric cars. Not every car needs to be a sleek $80k Tesla. In Europe, electric cars have now become normalized thanks to models covering the entire range of affordability. Plenty of "normal working people budget" cars — Renault Zoe, Opel Corsa-e, Skoda Enyaq, and so on, all great cars. The U.S. has the Bolt, Leaf, Niro, and then the cars quickly become expensive after that. (The Niro is a terrific car, though!)
Tesla would agree with you, that's why the Model 3 starts at 40k and in the US is eligible for a $7500 credit. Bonus points if you're in a state like California where you can get additional credits.
Additionally, the ford lightning can be used as a home battery which afaik isn’t on the Tesla roadmap.
However, I believe the company will reduce slack in the system in unhealthy ways as fits their corporate goals. More than other mfg.
In this case, moving slowly is an advantage. I just trust Ford to be able to support 100 millions cars on the road more than Tesla.
But thanks for checking my priors - I was still assuming it was 3+ month delivery time for eg bodywork.
The home battery, however, is really important to me. Buy a ford lightning and you get something like 8 powerwalls, with a truck for free.