I think its more then just waiting for it to become commodity tech, the big companies ( aside from Porsche at the very high end ) don't have anything on the tab

I think its more then just waiting for it to become commodity tech, the big companies ( aside from Porsche at the very high end ) don't have anything on the table that remotely comes close to the Tesla portfolio, and cars don't just show up over night. These companies have roadmaps out for five years with no plans to enter the EV marketplace in any kind of scale. I think they are slow moving not because they are waiting to test the waters, I think they are slow movers because they don't have the skills in house to design these cars, and they are selling plenty of IC cars. This is the classic Innovators Dilemma and Tesla appears to know it. Musk could have slowed things down and given the big players time to acclimate, but by forcing the production timeline he essentially made them choose between sinking lots of their talent into EV design at the expense of IC design or essentially letting Tesla have the EV market and hoping they can jump in once their current product lines start to suffer. Their only move once the IC market start to lose share to EV's will be to try and poach some of the talent that has been cultivated at Tesla and hope to catch up.