I wish Tesla the best, I hope they'll succeed and last.
Imho, It is true they are a market changer and push hard in the back of the traditional auto makers.
In a way, they lead global car industry, including its supply chain, to a technology transition beyond their usual DNA.
It challenged them to improve themselves with the incoming electrification for sustainable transport.
In short, overall they were not the only factor but only one of them, a BIG disturbing one.