What I'm getting at is that the early CT doesn't need to compete with anything really. There are so many pre orders that they have a multi year backlog. People who are on the fence will order the CT before the backlog clears out after seeing it in person and on YouTube from the 2 million pre-orders that convert. They probably don't need to compete with anything until 2030 just due to these two groups.The whole mission is to accelerate the transition from ICE to EVs.
Competing only against other EVs is not Tesla's goal.
Without even considering the upcoming bans and only looking at the exponential ev adoption curve, by 2030 there could be 50% or more EVs on the road. At that point, and probably a lot sooner, most people will not think ice trucks are competitive.