@Drago - Yep Tesla's days are surely numbered. They only produce around 22% of the worlds lithium batteries for use in their own vehicles, with plans to increase that to 60%. 15% of worldwide EV sales in August were Teslas and if you exclude China the figure is much much higher (China has huge EV incentives and companies are churning out terrible EVs as quickly as they can for the Chinese market). Of course there may be inefficiencies in their production, but remember that Tesla built their production from scratch. They don't buy in bulk pre-made parts such as seats for example.
The most important bit is that Tesla are way ahead of the game. Anyone who likes EVs wants a Tesla. Anyone who wants self-driving wants a Tesla. Tesla have millions of miles of data on self-drive. The Ford might be a great car, but it's a bit like a company that used to make 1960s mainframes trying to quickly shift to building smartphones. All of their mass market processes are designed around constructing ICE cars, not computers on wheels. Ford are also behind BMW, Nissan, Volkswagen, Hyundia, Toyota, Mitsubishi, Renault, Volvo, Chevrolet etc. They are very late to the party so they need the Mustang to be a really great car.
They have the resources to catch up, but their market is very much the people who want to buy cars the old fashioned way at dealerships. Nissan was way ahead of Tesla in the affordability stakes, but very few people aspire to own a Leaf. Model 3 sales are through the roof and Model Y pre-orders are stacking up.
I also think there is a risk for manufactures in that there may be a pivot in the relatively near future where instead of buying an EV, you just request one on demand. After all, if the car can drive itself, why spend a fortune to leave it on your drive way for 22 hours a day? Again, Tesla will be way ahead due to the work they are putting in to achieving Level 5 self driving.
Finally, an important distinction for a lot of EV lovers is that Tesla's mission is not to build great cars or make profits. It is to advance the world's transition to sustainable energy.