The issue is going to be what they do over the next 3 to 4 years. It will be extremely difficult for a major automaker to make a major push towards electric vehicles right now. It isn't so much technical limitations as it is internal business problems.

They would have to expend billions building out a competitive charging infrastructure and building a marketing machine that would advocate for "the car of the future". That car would be a minority of their sales and yet the marketing message would immediately make their other cars seem obsolete.

Basically, noone can take the market seriously until very late in the game (maybe 5 - 10 years from now). I agree with your point that this may not hurt them that much in the long run, though.