Its interesting, Tesla used to have the entire market to themselves, the only game in town as such.
Tesla have grown faster than I think they can cope with or even they ever expected, the customer communication is very very lacking and its going to have to get better.
That area is one where the traditional manufacturers do have experience, and can make inroads, their tech maybe slightly running behind currently, but not that far behind, the talk at the minute seems to be the push for moving to Solid State Batteries across all of the traditional manufacturers, which by sheer design technology and safety is a plus, there is too much money being invested across the planet on this tech now for it not to be the pardon the pun driving force to electrification of the transport system.
Tesla always had the bleeding edge tech, but I feel if they are not looking at SS as a technology then LithOn is going to be superseded, and from what I am seeing the new batteries Tesla are looking at are as said better than the old ones bigger form factor tabless design, but very similar technology to the old and not SS.
Tesla invented most of the tech however in the UK we cant use half the tesla tech here on the most part anyway, even on some of the ICE cars from these old school manufacturers you have the equivalent of EAP, and as FSD is still not ratified in the UK or released in a form that works and as most here don't buy FSD due to the fact its still work in progress.
Its all great being able to do 1.99sec 0-60 but this is something that's more "my cars faster than yours" and not something you will do daily not without your kids/dog/you throwing up, all electric motors have the capability to annihilate ICE counterparts, torque levels are mental, its the tech its how it works.
However when you wrap that new tech in a shell with quality lightweight materials, no panel gaps, no leaky windows, German/Japanese build quality and can churn these things out one after the other with the same exact build over and over again it matters, and if you think they wont catch up on the tech your gonna be surprised, too much riding on this now.
My 2p worth.