I think elon now realizes that some of his models needed to by Hybrid. Pure electric is very impractical ..having all of the models EV. Aside from the freezing weather..in the south, during summer, the tesla battery burns down quickly powering the AC system.
The international competitor EV companies mostly have Hybrids on the market...or they are planning mostly hybrids. Im not a fan of EV ..but i would buy a hybrid pickup or SUV. The international competitors is who elon is worried about today. BMW, Benz, Volkswagen, Toyota, Honda, Kia..ect
biden put too many eggs in his netZero political strategy...it will be focal and an exposed nerve during the election. Elon prolly does want OUT of tesla...or to transform tesla away from pure netZero..pure electric ..away from cali based production completely.