Tesla is not miles ahead of auto makers that came before them. They do not have better build quality, higher durability, higher ownership satisfaction, are not more affordable, are not safer. Other automakers could easily transition into that market and make better vehicles than Tesla if they had the incentive to.

Their battery and charging technology is impressive and their supercharger network gives them a moat, but not enough of a moat. A concerted federal effort would quickly erase it, and that not happening yet is mostly down to incentives.