I think this is their biggest challenge. I also think that companies like Ford, Toyota, etc. have centuries of combined experience of supply chain management an

I think this is their biggest challenge. I also think that companies like Ford, Toyota, etc. have centuries of combined experience of supply chain management and relationships that they can leverage. I also think that if these large companies are battery constrained, then so will Tesla, even if Tesla is able to capture more of the supply, it won't matter because customers will have to continue to go to Ford and Toyota for cars in a battery constrained world to get ICE vehicles.