All these ads are doing is validating Tesla and its history. So many of the naysayers are going to realize Tesla has been right all along. And now these ICE manufacturers are trying to play catch up. Customers will realize quickly that Tesla's offering is far superior.
Why?
1. ICE manufacturers can't over cannibalize their ICE market until they have comparable EV offering across their entire line and can feel comfortable disposing of the potential ICE profit.
2. Non-Tesla charging networks are more expensive and a lot slower! ChargePoint is great and all, but let's be honest, it takes 10-12 hours to see any meaningful charges. That will change, but most vehicles have inverters and don't open up the direct-to-battery DC flow like Tesla does with the SuperCharger. Imagine how problematic it would be if these cars opened that up to ChargePoint!
3. Tesla's technologies are from the ground up... the car is secondary. ICE manufacturers are starting with the car and taping on EV as a feature.
4. Tesla is far ahead in battery production (with Panasonic in the Gigafactory making batteries in realtime, and the Maxwell acquisition back in April 2019) and far superior in battery technologies. Elon said on the earnings call last week that they have battery wizards and some really incredible stuff is coming out this year. ICE manufacturers will be playing catchup on this for a long time. Don't forget, there will be an incredible battery squeeze, and Tesla has their hands on a lot of the batteries due to cars and PowerWalls.
5. Self-driving tech is all over the place, but Tesla has this all being done internally. ICE manufacturers don't have this expertise, and will generally be partnering with external companies for this technology, which will vary and not be as deeply integrated as Tesla's solutions. Consumers will feel this. Audi (who I long bought cars from), for example, is terrible at keeping up with technology, often the last to add things to the car. Consumers who care about self-driving will be very disappointed with something from Porsche or Audi or VW... at least for a decade.
6. Tesla and Elon give no f's about paying to play... notice they didn't take out a superbowl ad? They don't need to. Customers are loyal and do the marketing for them, referring buyers constantly. They put the money into engineering instead. These other companies skimp on the engineering and throw money at marketing.
7. Tesla owns all the pieces (solar, batteries, charging, vehicles, etc)... who else does this?
I'm enthusiastic where the market is going. It'll keep Tesla on their feet and competitive. It's like when Google came out with Android... it made for a better iPhone and iOS by Apple. To this day, they pingpong on features, so both companies are producing great stuff.