I believe Tesla is gearing up for the car purchase after your next one. You're currently thinking in terms of a car that you'll be driving. For those cars, you're right, there are other car manufacturers that will be more successful.
However, once cars are fully automated, the entire game will change. Market leaders of today will be up-ended. That's when I believe Tesla, Google, and anyone else who has driverless technology will take over the industry.
That goes double for the taxi companies like Uber, Lyft, Juno, etc.