Agreed, especially on your second point -- Sales of the Bolt and "competitor" EVs will always be capped by how many the company is willing and able to make. A big reason why the Model Y, at roughly twice the price, sells 20x more than the Chevy Bolt is because Tesla can and does produce 20x as many of them. (Of course, assorted vehicle features and details are a big reason too.) Even if an updated/refreshed Bolt comes out with enhanced design and specs and a $25K price, if they are still only building it on a 50,000 per year line and only have access to 50,000 vehicles worth of battery cells, it can't sell more than 50,000 per year. Doesn't matter what the demand is if the supply is limited...
This is a big thing that the anti-Tesla/anti-Elon/EV FUD media can't seem to understand. Many articles on, for example, Jalopnik (where they really hate Elon and Tesla in a mindless cult-like way) will exaggerate some new objectionable "news" about Elon or Tesla, and then whine about why anybody would buy a Tesla when there are "so many alternatives" available. Sure, there are plenty of other EV *models* available, but no other manufacturer can (or is willing to) manufacture and sell Tesla-like numbers (except perhaps Chinese companies that don't sell in the US.) So, if Tesla suddenly stopped selling 1.8 million Teslas per year, there just aren't other options to fill the gap. GM can't suddenly up Bolt production by 10x. Kia/Hyundai also can't up production by 10x without significant time and expense. Factories have to be built/upgraded, supply chains built up, etc.
Tesla is just the only company that actually planned to built EV's in 500,000+ numbers annually, so they are the only one that does. Everybody else is limited by their own plans (and of course design/engineering capabilities, etc.)...and thus far, all of those plans target notably smaller numbers.
You'd think supposed auto experts, journalists, and so-called analysts would have this basic understanding...but they don't, and they keep drumming on the "competitors are coming" or "you don't have to buy a Tesla! Toyota has an EV now and they made several dozen of them!" nonsense.