It's not just that; competition has arrived as well. Mach E, F150 Lightning, Blazer, Equinox, Ariya, Silverado EV, Ioniq 5 and 6, EV6 and EV9. Toyota has announce new BEV models as well.
And that's just North America. BYD and NIO have extremely compelling options outside of this side of the planet.
BYD makes some of the best EVs on the planet and CATL some of the best batteries. The only reason they aren't dominating in the US is because of trade agreements keeping them out.
My current car is a 2018 tesla, I'll drive it until the wheels fall off. My next EV won't be. Primarily because I can't support a Nazi.
And that's just North America. BYD and NIO have extremely compelling options outside of this side of the planet.