As I pointed out in https://news.ycombinator.com/item?id=18632319, established ICE car companies are going to find that their electric cars are facing a headwind because it is not in their dealers' interests to sell car that require less maintenance. So they aren't a real source of competition for Tesla.
However a pure electric company that has established itself in another country, THAT can potentially give Tesla a run for its money!
However a pure electric company that has established itself in another country, THAT can potentially give Tesla a run for its money!
This will be interesting to watch.