Elongated Muskrat doesn't know engineering, according to those in the know. Teslas current successful state is because of the engineering R&D set in motion by the original founders. Those ran out of steam till the model 3. The cybertruck is the product of Musk's reign, and it doesn't hold a candle to the originals.
Tesla doesn't have a recent track record of investing in thr right technology that require insight. Moreover all the strategic decisions taken by Musk at the helm haven't borne fruit: Gigafactories, camera based self driving, cybertruck's steel body.
CATL's Zeng agrees,
Zeng believes Tesla lacks the expertise to successfully develop and manufacture the 4680 cells at scale. Indeed, scaling up production of the 4680 cells has proven difficult. Tesla has faced issues with the cells collapsing in on themselves during use. Other battery manufacturers like Panasonic have also cautioned about technical problems hindering mass production.
Musk is a sales/marketing guys larping as an engineer.