Their ability to iterate fast for one thing. The fact that their structures are built around an all EV company. Toyota will have pressure from other departments to build and fund ICE research at the same time. Tesla is 100% focused on one thing. Plus they have the lowest cost batteries which plays a huge role. I think what the other car manufacturers are waiting for is to jump straight into solid state batteries once that train is going. That should at least reduce the advantage Tesla has right now.