Tesla's lead in the EV stuff is not an impassable barrier, if other companies put a little more effort into it. If they do, then Tesla needs to step it up in some other areas (including not doing annoying things like removing hardware before the software replacement is ready).If Tesla intends to compete using only their superior overall EV integration, I think they'll find a lot of bored owners who want a shiny new thing will bail out in the next 5 years.