In any case, infrastructure matters even more for EVs. I was in the market for an EV car in Japan, and ended up buying an ICE car, with the intent to switch in 5~10 years when the infrastructure catches up. I live in a brand new building and it's not even equipped for EVs! Crazy.
The only EV owners I know have houses. I hope things will change thanks to the new Suga administration that seems somewhat more forward thinking than the Abe one in these matters... We will see.
- Tesla battery production is overtaking the rest of the world combined. For electric cars you need batteries, and Tesla has them. Everyone else is at a minimum years behind in this regard.
- Tesla's prices keep going down, while some of the most competitive electric cars being released besides Teslas (Porsche Taycan for instance) are more than the price point TSLA was at 10 years ago.
- Tesla has the most extensive charging infrastructure of anyone, period.
Just go to any site showing chargers in your area. Turn on just the Tesla and Supercharger plugs. Then turn on just the J1772 and CCS plugs. See which one looks to be the bigger network.
The best-selling electric car in many European countries is the Renault Zoe now, and it sells for about half the price of the cheapest Tesla.
The belief that all the other established automakers won't catch up is absurd.
First, that's only partly true i.e. a matter of timing.
Second, it doesn't really matter though.
They will sell cars and trucks that are much the same as today, that people want, but are electric.