Great video. Good for a hearty laugh. 
Truth be told, Carlos has been caught napping while others are eating his lunch. He can't find materials? For six years now, Musk has been busy signing long term contracts with material suppliers. They even have sufficient batteries to really scale up utility scale batteries and make them even cheaper than in the past. Same goes for the home Powerwalls that are battery intensive too. They just announced a new model with enhanced specs and lower price too.
Stellantis, Toyota, and VW are behind by about 5 years but they are great at talking about how great their new products are going to be.