Tesla is the leader globally, but the article claims that other automakers aren't even a threat to Tesla, and goes further to argue that the reason they aren't a threat is because they haven't built out charging networks. I don't see how one can reach that conclusion when in the two biggest EV markets, China and Europe, Tesla is no longer the market leader.
I'd also point out that Tesla doesn't have 28% of the global EV market anymore (that was H1 2020). As of October 2020 Tesla comprised 18% of 2020's global market [1]. Still the clear leader, and almost the only contender in the US, but globally other automakers are threatening their lead.
[1]: https://electrek.co/2020/10/30/tesla-tsla-market-share-globa...