This is ultra-hardcore Lean. What were the charging people doing? They already designed the best system, proliferated the world, and, basically, they won. Everyone is using NACS now, so they can just focus on manufacturing and uptime, with expansion of existing sites.
I seem to have read something somewhere about abandonment of the so-called giga-castings. That's a little more concerning for me. I figured that they would build the budget car in one shot with their biggest Idra machines. Maybe they will decommission the Cybertruck once the molds need to be refurbished, and move their largest presses to new casting designs. Who knows?
Business-wise, I think they are preparing for economic downturn and will start pumping out cars when interest rates come back down. Biggest mistake was to buy Twitter. Dude could've bought out the entire automotive sector for that money lol