I agree. Once their is more competition with 300+ miles they will be in trouble. It may take a few more years for that to happen. The demand for Tesla is high. No other company offers the same battery and efficiency as them. The supercharger networks help them a lot too. Ford is the closest with the mach e. However they have issues with chargers.
I think this whole supercharger thing is overhyped. A lot of people don't drive their car far enough to need a supercharger. If I look at all the cars I have bought in the past 10 years, maybe only a third of my cars have been on a trip longer than 200 miles round trip. When we go on vacation, we fly, and then we rent.
I cannot wait for my Mercedes EQS to arrive. The Tesla has got me excited about the convenience and experience of an electric car, but combining that with the full range of luxury, tech and user experience of Mercedes is going to be amazing.