^ I think you overestimating the economic moat an electric motor, drive train unit and the super charger network provide.
Why would a consortium step up when there are not a lot of EVs out there aside from Tesla that can go beyond 200 miles and has the SCN? For now, only the Bolt can be used as a practical cross-country driver. They'd have to be building their network every 50-100 miles to serve the EVs with very short driving ranges. I am confident that will change over the next five years. Heck, even Shell gasoline stations will be equipped with charging stations.
Electric motor and drive train units are not rocket science. If GM can do, so can all the incumbents.
Honda and Hitachi are planning a joint venture:
Honda and Hitachi Are Forming an Electric Vehicle Motor Company
I understand that car enthusiasts looking to shift to an EV will lean towards the Model 3 compared to a Toyota or a Honda but the Model S (let's skip the first generation Roadster) reliability track record is still up in the air with only the 2012/early 2013 models' 4-year warranty expiring.
Believe me, I too am rooting for Tesla to succeed but as a consumer, I would rather take a fun enough to drive reliable car than one that is twice as fun to drive on bends or winding roads whose maintenance maybe be double to triple.
Until a Tesla vehicle is proven really reliable past the 8-year warranty/extended warranty, practical consumers like me may gravitate towards blander Toyota or Honda offerings unless there are compelling features in a Tesla that will not be found in the Japanese offering (the point of starting this thread because I did put a reservation and am around 73k position, slightly excited about owning an EV and hoping it will be Tesla). I will definitely get the 4-year extended warranty whether it is a Model 3 or a Japanese offering.
Even Toyota's Lexus division has built great handling dynamics on the IS and Honda did make great cars in the S2000 and Prelude and halo cars such as the NSX. So they could turn their EV divisions sporty again.
Toyota has had a change of mind on electric vehicles but you are right, in might not be until 2019/20. Hyundai/Kia already promised BEVs for 2018.
Now Toyota can make electric cars: it's tamed lithium-ion batteries, it says
Honda did mention the Electric Clarity will be out this year but boy, it is fugly.
Honda Will Re-Enter the EV Race in 2017 with an All-Electric Version of Its Clarity