> ...that Tesla market share will not be eaten up by other carmakers when they seriously start releasing electric vehicles
Tesla has been around long enough that it can no longer be replaced by a large company that just throws a ton of money and talent at it. They're too far ahead. There's no substitute for the raw amount of time Tesla has spent developing its product.
ahead of who? There are several low-end electric cars already on the market (Chevy, Nissan, BMW), and one high-end (Tesla). They are meeting in the middle