Several of those are in segments in which Stellantis has very high market shares in Europe.
So please, when writing off Tesla competitors do a little homework.
Today the leading innovations around the world are coming from:
1. a variety of EU offerings that are largely split among smaller cars, a wide variety of trucks, mostly urban delivery and general use vehicles plus a wide variety of municipal and industrial vehicles.
2. a wide array of Chinese brands and vehicles in every category.
Since you appreciate dissenting views so much, I'll give you another one:
You can't appraise Tesla's competition as worthy future competition simply because they have good EV market share in Europe at present. Anything with four wheels and a battery will sell in limited numbers at the right price and since most of those vehicles are compliance vehicles designed to sell at a loss to allow sales of polluting vehicles at a profit they are not really a good indicator of anything. Right now it's enough to make a good EV because it's better than ICE and there is a shortage of EVs. But Tesla is constantly increasing volumes. So, what happens when these EV's actually start competing against one another?
Certainly, someone with as much business experience as yourself knows what happens to manufacturers who cannot produce nearly as efficiently as another manufacturer? So, I must conclude that you believe these other manufacturers will be able to, in time, match Tesla's cost to produce? I think you should reconsider that assumption in light of what we know about how lean Tesla is as a corporation and how they relentlessly innovate to reduce the cost of manufacture while improving the product. Sure, other manufacturers strive for that too but perhaps you can tell us why you think there will not be a huge gulf between Tesla and the rest in terms of production efficiency.
Thus we need to cheer those others along, just as Elon does. Tesla cannot succeed in the mission if other OEMs do not succeed also.
Again, I would ask you to reconsider in light of what we know. First, cheering on a company does not significantly increase their efficiency of manufacture. Secondly, the very idea that multiple manufacturers competing for a supply of batteries can more effectively complete the mission than the most efficient manufacturer, who essentially swallows the less efficient manufacturers, leaving the batteries for the most efficient manufacturer to deploy, is not logical. It might seem logical that more companies can produce more goods but isn't it obvious that one company, constantly growing in size and efficiency, can eventually do this the most effectively? Especially if their primary goal is to get as many EV's as possible into the market at the lowest possible price?
Sure, Tesla has recently raised the prices of their vehicles multiple times. But that is only because they know they can sell everyone they can make. I would suggest the price raising is what will strengthen their balance sheet and allow them to expand at unprecedented rates. And isn't that the beauty of capitalism? Specifically, it gives the most resources to those who show they can use them the most effectively?
When Tesla increases the speed and lowers the cost of production by implementing new innovations like structural batteries, giga castings, local supply chains, batteries manufactured on-site, etc, what they are really doing is reducing the carbon footprint of manufacture. That's much of the reason why the cost is lower. So, efficiency is important to the mission in more ways than simply lowering the price to speed adoption. A car that is produced more efficiently, embodies less carbon.
Perhaps early in the transition, it is good to have partners helping speed the mission. But how much help is it really when those 'partners' are building EV's primarily so they can continue to sell ICE products? The sooner the less efficient producers go bankrupt, the sooner they will stop putting brand new ICE cars on the road and the more batteries there will be for the most efficient manufacturers to put to good use.
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