My hunch is it's ~20% schadenfreude for EVs and ~80% schadenfreude for Tesla. Teslas seem like fine, but not exceptional, vehicles. I take some enjoyment at their stumbles because I don't care for their approach and claims around self driving, and don't think Tesla should be valued at many multiples of very similar competitors.
Maybe it's just me but I don't think people are so eager to trust SV vehicles anymore.
Unfortunately traditional manufacturers are enthusiastically embracing Silicon Valley's worst behaviours - treating the customer as a product for invasive surveillance and turning features into subscriptions (like seat heating, maximum vehicle range etc).