Not selective reading, just an understanding of economics. If there are production facilities for X MWH of batteries/year in the world and demand goes to X+a billion, then the guys who make batteries benefit, regardless of if the marginal buyer buys from you. Like I said, Tesla might not be around in 2022. However the fact that another car manufacturer is upping battery demand is a positive for a company that makes batteries, not a negative.
As I've said before, Tesla's looking to actually make money on batteries just like Amazon actually makes money on AWS. And LG actually makes money on selling screens to other phone manufacturers who buy them despite the fact that LG makes phones. It's a model that's popular in strategy circles these days, you build a loss leader product that finance a massive investment in it's underlying infrastructure, and make your actual money selling the underlying infrastructure. I guess it's just subtle enough that most people can't grasp it, so I suppose that's a competitive advantage in and of itself. Again not sure that Tesla can execute on this, Elon's a shitshow when it comes to anything operations related. But there's nothing to indicate the underlying strategy isn't sound, and certainly the author of this article doesn't provide any enlightenment there, in fact it appears they're altogether ignorant of the fact that Tesla makes batteries, let alone have the ability to grasp the strategy.