That may be a theory but there's a much more mundane theory that explains the crunch of the last few years:

Tesla sold about 100,000 Model 3/Ys to Hertz for rental in 2021.

Hertz rented a ton of EVs to people who were only used to the acceleration curve of ICE cars.

A ton of those people unexpectedly crashed those cars [1].

This clogged up Tesla's repair channels and blew out the timeline for everyone else.

[1] https://edition.cnn.com/2024/01/18/business/why-do-people-ke...