Tesla has no demand problem. They sold every car they made and will continue to do so for in view of their technological lead. Their issue is their ability to scale production as quickly as possible. This article not really correct even though I agree that Tesla has a huge upside I'm 2022, more because of their two new factories starting anytime soon.
Tesla will take off in 2022 not just because of the battery deal. The other catalyats are:1) opening of 2 new factories Austin and Berlin - early 2022;2) 4680 batteries scale production- 2H20223) cybertruck launch - 2H 20224) expansion of Shanghai factory to increase capacity - mid 2022
This is a non issue as I don't think anyone with the right mind will play game wile driving. None the less, it is also good that the function be removed via a over the air upgrade.
NKLA still have not proven that it can scale and ramp production. It is laughable that people jump into the stock just because one vehilcle is delivered.