The big problem for Tesla now is to compete with the incumbents on their turf, mass producing cars. That EV drive trains makes cars actually less compley isn't helping neither. And the incumbents are really good at that. Tesla had an incredible window of opportunity to turn the automotive industry upside down. Now the window narrowed down to a race between Tesla getting production straight and the traditional car makers developing an electrical car. Ip to very recently I would still have been with Tesla. Now, not so much. Musk apparently having some issues, production being a constant headache. And Tesla even tried to built their own seats. Not everything other manufacturers did was wrong.
That this development, compounded by the digitalization of everything, posses a complete new set of challenges for traditional car makers is an other story.