Tesla forced the entire industry to accelerate to EV. Toyota could have been that pioneer and mover.
Earlier this year Tesla adjusted their mission to push for “a world of amazing abundance” based on renewable energy, autonomous driving, robotics, and AI.
Even today Ford’s CEO talks about Chinese cars when discussing what they’re worried about, not Tesla.
And then there’s also the battery cost revolution which is again being driven by Chinese companies, whereas Tesla’s in house design has largely failed.