> Tesla's EV trucks need to deal the same hard kick to diesel trucks that they did to cars

That won't happen until they design a normal truck. The Lightning sold more than the CT and it still ended up getting canceled(ish). It isn't going to be Tesla that does it, it will probably be someone else, and the driving factor is battery capacity. We've got a ways to go yet. It would help to have 400+ kWh batteries and megawatt chargers.