Sandy Munro has been digging into the ID.4 (after previously digging into a Model 3) and the results are like every company that's been disrupted in the last 20 years:
Old company builds new thing!
but it's really just the old thing with barely enough to make it the new thing (rather than a ground-up new design).
Tesla still has zero competitors from the Bigs except *maybe* Ford.
The coming Chinese imports will probably be Tesla's biggest competitors ...