When Tesla offered the only EV that is fun to drive and a complete product including a charging infrastructure, dominate market share was for sure.
Now with Tesla as a bench mark, many vendors are catching up.
Ok if the market grows overall no big deal, grow with the market. A rising tide lifts all boats.
However if the market growth is not fast enough and Musk has pissed off the half the US (democrats) and MAGA believes climate change is a hoax so EV are a hoax , well that’s an issue. Similar but different issues for EU and China.
In short Musk is desperate for another win, robo cabs are possible. However not likely to play out the way Musk thinks.
In short and in my opinion, Tesla must embrace new battery technology (invest to accelerate time to market) product a low cost EV to win market share early, with many of those customers upgrading quickly.
Several new battery technology will offer extreme life, fast charging 2 to 3 X the range per dollar. In short the new tech will remove buying concerns for 90% of the market.
Infrastructure being built will support 90% market share growth by 2025.
Musk’s ego won’t support just being the number one EV manufacturer.