> The technological gap is tightening, Tesla was alone before, the same way that Nvidia is "alone" for now.

It's worse than that. Nvidia has a moat (deployed software and the open source software ecosystem) that buys them at least a few years, even if a well-resourced hardware peer appeared out of thin air tomorrow. Tesla has nothing like this. The cost of switching away from them is negligible, and they have half a dozen extremely well-resourced competitors.