We should eliminate the things other agencies can do from discussions like this one. It's not about what other companies can do, it's about what they are doing. Sure, any major car manufacturer could produce a strong competitor to the Tesla, but they aren't.
I dunno, if you've got $40,000 and a tight schedule you probably end up with a Bolt.
But sure, no one is out there doing anything other than Tesla.
And I think I am giving credit where credit is due. Battery research made a lot of progress, Tesla used the resulting batteries to make nice electric vehicles. I mean, they have a battery partner and all that jazz.
Agreed that Tesla likely couldn't exist without battery technology that's developed only in the last several years, however, a Tesla is a lot more than a battery. No company has stepped up to say, "let's build a consumer electric sports car" or "consumer electric SUV" or "consumer electric luxury sedan", and that's probably down to stale corporate culture more than any single other reason.
Mostly because batteries sucked. Small electronics drove most of the research to improve them.
I guess Tesla vehicles are market leading in several ways, but they aren't a generation ahead of what anyone else can do or anything like that.