>> Audi and Jaguar could have made a lot more cars but can't get enough batteries.
This is exactly what Elon said was going to happen years ago: Car manufacturers do not have the capacity to build batteries in sufficient quantity and quality and will not for many years.
And this was obvious from the start. Tesla is in a unique situation where they basically build their own battery factories and get exclusive access to batteries. ICE manufacturers don't want to become battery manufacturers themselves but they also don't want to commit money to bootstrap a third party manufacturer (that may end up supplying their competition) if they can get away with selling ICE cars.
This is exactly what Elon said was going to happen years ago: Car manufacturers do not have the capacity to build batteries in sufficient quantity and quality and will not for many years.