The OP drew a direct comparison from what Tesla spent on a plant, to what Toyota is spending on a factory. How can you draw a different conclusion? What makes Tesla "right" and Toyota "wrong"?

>They are saying for a car company they are (1) way behind and (2) any investments they are making won't reach fruition for years, nor likely make a dent in the industry.

Way behind what? The RAV4 sold more units than the Model Y last year, and that's just one model. Again, people have this weird way of extrapolating what Tesla is doing in the EV market (dominating) to the overall car market (rounding error).