Anything can be considered a compliance car if supplies are constrained by battery shortages. So that complaint will persist for a long time regardless of what the car companies really intend. The more important criteria is how buyers who manage to obtain said vehicle feel about it. For those who can get a car like a Kona or Niro, it's in most respects a more attractive proposition than an overpriced Model 3 with chronic quality defects. That matters a hell of a lot more than your typical compliance car like an eGolf. These companies are in the business of making money. Should demand outstrip supply, don't expect them to not attempt to remediate the situation.
Note that at present the base Model 3 is available in ZERO quantities. So as limited as the Kona and Niro may be, that still bests Tesla. And for those who really want the Model Y, those cars are more attractive even if the base Model 3 becomes readily available. So yes, Tesla is shipping a lot of cars, but still out of reach of those who want a sub-40K car. With the tax credits expiring it puts even more advantages on the other automakers to compete on price. The category that Tesla will be crushed on is the one the Model 3 was intended to serve, but isn't, because they still can't make the math work.
But no, let's just slap "compliance car" labels on the competition and call it a day. Rather shortsighted analysis, really.
