All true.
People get lost in the noise about China and the US battle going back and forth. China is the largest car market, much bigger than the US. While the Chinese companies are not invading the US (yet), it is likely starting in Europe.
There are reports that Tesla is about to start a second megapack factory, this one in China. It is supposedly starting production in Q2 next year. It would take longer than that to get some base permits in Germany.
Speed is key and the Chinese excel at it.