I've never claimed the legacy automakers couldn't build compelling EV's, I love my Smart ED and will likely be buying another new one soon.
Tesla doesn't build a competitor to the Smart ED, so my only choice for the kind of product I want to commute in is served by the Smart brand, fine with me. I also like the look of the Honda small EV concept they put out recently, so that is my small-car bias showing.
I've clearly said however legacy ICE makers have shown themselves to be incapable of building competitive products to Tesla and losing mind share and market share in the highly competitive large sedan market.
That might be changing, but it's been 5 years and there still isn't anything on the road that comes close to the product's Tesla has on the market.
The Model 3 is a wake up call. 450,000 reservation owners aren't wrong.
The customer is always right, and 98% of Tesla customers love the product and company and will continue buying from the brand. High owner ratings are compelling differentiation for the luxury auto makers, this is their focus, and Tesla leads them all.