I think we’re largely saying the same thing, just with a different emphasis. Yes, Tesla can’t do this alone. It’s just a question of who is going to be able to turn in time, who won’t, and what new boats are going to be launched pointing away from the iceberg. Anyone who doesn’t will sink, and the new players(Tesla, but also others) will take their places.
For what it’s worth(and to make this interesting), based on current trajectory, I’d predict Ford is toast and GM will be a near miss. Mercedes and Audi are near misses, BMW is a toss up, Toyota is a goner and no idea about Honda or Hyundai. But, to be clear, this is going to be immensely painful for all of the above, and I see Tesla rapidly becoming the leader and keeping hold of that in the long term.