> At Tesla, however, we felt compelled to create patents out of concern that the big car companies would copy our technology and then use their massive manufacturing, sales and marketing power to overwhelm Tesla. We couldn’t have been more wrong. The unfortunate reality is the opposite: electric car programs (or programs for any vehicle that doesn’t burn hydrocarbons) at the major manufacturers are small to non-existent, constituting an average of far less than 1% of their total vehicle sales.
I read this as effectively saying that it's easy for them to take this step, relative to companies in other industries (Apple, Google, Amazon, et al) because none of Tesla's competitors even have the ability to make use of their technology. Makes me wonder if Musk would have done the same thing if Tesla were a software company.
Those companies have an established market share which correspond to a massive number of non-electric car sales, it is not surprising in the least that the new developing area they are coming in (electric) is being very small right now. That's doesn't mean they aren't doing a lot of R&D or lack the ability to uses those patents.