The reason Tesla did so well (other than some amazing engineering) was due to the innovator's dilemma. Legacy manufacturers were dependent on ICE supply chain

The reason Tesla did so well (other than some amazing engineering) was due to the innovator's dilemma. Legacy manufacturers were dependent on ICE supply chain and profits. Not to mention the dealership and auto parts/repair feedback loops. All of these would be disrupted by Tesla, who had to play difficult mode (replacing gas stations with superchargers and home chargers, fighting the dealership incumbency, and the stigma of "range anxiety").