Anecdotally, I know someone who saw the Electric Hummer commercial during the Super Bowl earlier this year and it led him down a path that ended in him buying a Model Y a few weeks ago. Other players announcing vehicles that are years away from production is a net positive for Tesla sales. It's counter intuitive so not many people under stand that but it is definitely a thing from what I've observed. The mechanism is that you have these companies talking about electric vehicles which brings more attention to the coming change in technology and Tesla has a wider selection of best in class for the price electric vehicles than anyone else that you can buy right now and not wait.