And they may finally be arriving, which is good; but yeah, they're not here yet. I also feel like Tesla originally expected the competition to catch up much faster, and honestly it feels like a few things actually stumbled when that didn't happen.

Tesla's still riding most of its (IMHO/AFAIK) innovations: EVs as a status symbol; charging network; dealerships; manufacturing. Of those, only manufacturing has any pressure on towards continual improvement. (More chargers has demand, but not pressure).

Still. There's more non-Tesla fast chargers around every year, there's way more way better looking EVs from all the other brands; it is coming. I do think they'll catch up, but I don't know if they'll reach the point of competing for pack leader.

Disclosure: I freakin' love my Tesla Model Y.