> I thought they were able to bring cost down on model 3/y production.

This has been claimed but no meaningful substantiation has been provided. It is equally likely that they are just taking the L.

> Competition is no where near, I rarely see a ford lighting, Mach-e or ioniq 5 because of their production being sub-par

That doesn't mean the competition isn't seeing rapid growth and sales, this just means they don't have rapid growth and sales in the past. This is mistaking rate of change for raw numbers. Raw numbers are still good for tesla, but growth is rate of change, not current values.