>Elon sat comfortably on their lead too long and got complacent.

Last year they started doubling down on AI training, so that by the end of the year they started installing a custom-designed AI training supercomputer that does 1.1 exaflops in only ten cabinets. For reference, the current fastest supercomputer in the world is 1.6 exaflops with with 74 cabinets. Technically their supercomputer does this at only 16 bit floating point compared to higher precision for the other computer, but it doesn't need more than 16 to train AI.

They also have an advantage in batteries in that they make their own, and they're ramping up mass production of a new battery design that has much higher density. They're not just buying exploding batteries from LG like GM is.

Also, nobody else has a Class 8 truck with decent range.

BTW, the tallest, heaviest, and most powerful rocket in history just passed its full-stack fueling test. Yeah, just playing spaceships.