If I, as a voter, voted for a politician who promised to ban dumping mercury in the local river, I don't expect them to say "Oh, but any company already dumping mercury in the river can keep doing so, because we don't want to hurt people's livelihood." That's not what I voted for.
His point was that they were grandfathered in for making cars in general. But he flat out lies about making batteries being something grandfathered in. That wasn't a battery manufacturing plant to begin with.
And he further lies to say they had to build elsewhere because cell manufacturing was "effectively impossible" because they expanded the factory for cell manufacturing in 2023. [1]
[1] https://electrek.co/2023/06/09/tesla-snaps-new-location-frem...
What part am I misreading? How is it that tesla expanded their cell manufacturing in 2023 in California when it was "effectively impossible"?
They didn't, they built it in Reno.
So they may be doing simpler portions of manufacturing. The article didn't claim you couldn't build any part of a battery without grandfathering.