Not only that, but Tesla has played the Innovator's Dilemma game from the position of the upstart financially, but targeted the segment of the market that incumbents will defend to the death (luxury cars).
Tesla could have gone a different way and played the game from the true upstart: targeting the low end of the car market. Attack from below. But it didn't do that.
Incumbents always win at the sustaining innovation game. The electric power train is a sustaining innovation for the automobile industry. It doesn't break any incumbent's business model (financing the purchase of expensive cars), especially at this point. And we're now seeing this with all of the EV introductions and announcements from incumbents. Oddly, though, there are plenty of upstarts trying to do exactly what Tesla tried - attacking the blubber-rich end of the market with an immature technology.