I also think that Tesla will be a big player but not the only one. There are currently probably around 10 large car manufacturers. Tesla can replace one of them

I also think that Tesla will be a big player but not the only one. There are currently probably around 10 large car manufacturers. Tesla can replace one of them but not all 10. Large manufacturers can likely progress fast on new technology so I'd guess that this will just lead to further concentration and another smaller player disappears (if there's still one left).