Multiple other manufacturers already make and sell EVs, in some cases outselling Tesla in their home territories.
Moreover, while Tesla assembles their own batteries, the underlying battery cells are made for them by Panasonic, which owns the IP to the chemistry. (Tesla's IP relates to the assembly, referring both to the process and the finished battery product.)
And that IP is only valuable until the inevitable switch to solid-state batteries, which have significantly more capacity and durability than anything on the market today. And other automotive companies have already acquired exclusive licenses to the most (commercially) promising research.
This appears to have a lot of similarities with the dot-com bubble where the new internet companies were thought to quickly overrun the old, "uncool" companies. It just doesn't happen like that. Plus there is a vested interest in the home countries of these car companies to see that these companies survive. Sure some of them might be ripe for losing a lot of market share, but they still have time to catch up as the world is slowly turning to mostly EVs. It's not the same as with internet companies where people can switch their search engine the next day if they so desire.
Note that Panasonic, which will actually be making the batteries, has indicated in its own investor releases that it is working on developing the batteries but they aren't anywhere close to production-ready yet.
The other announcements relate to making the batteries cheaper, but would not otherwise extend performance (and in some cases would reduce performance, but due to the reduced costs would come out ahead on a $/kWh basis).
What's the market cap of a gas station chain comparable in scale to the Tesla charging network?
What's the market cap for however many Ford dealerships it would take to match Tesla's sales capacity?
Rinse repeat for every industry Tesla is in.
There are already a dozen other electric models on the streets. Why should they have to license from Tesla? The electric engine part of the vehicles is actually not that hard - it's the battery that is complicated and Tesla doesn't even produce the batteries in their cars. That's done by Panasonic.
VW, Toyota, Nissan have supply chain management under control, they don't need to learn it from Tesla.
Supposedly GM's Ultium battery platform will equal or exceed Tesla's batteries, but that remains to be seen as the first Ultium-based cars don't come out until 2H 2021 and all we have to go on right now are press releases.
VW holds some patents and exclusive licenses on solid state batteries, and is planning to go all EV within the next few years, though the SSB autos aren't expected until 2025 at the earliest, assuming VW is able to commercialize the technology.
Patents last 20 years, and it's not unusual for 5 of those to past between filing and the invention being turned into a usable product that hits the market.
There won’t be mass shift without these companies driving the shift, simply because there won’t be enough cars for the demand.