Ford has $150B in debt. Toyota has double that.
That doesn't mean Ford is ten times as likely to go under - indeed the market cap's being the same means that buyers and sellers generally believe that Ford can carry ten times as much debt as Tesla with about the same risk.
Ford's sales are about 7.5X Tesla, and it's EV is about 4X Tesla.
Tesla's financials and market cap are not completely out of whack when compared to other car companies.
Tesla has literally never made a yearly profit in its life. Tesla hasn't even had positive yearly cash-flow for its entire life.
The best Tesla ever got was Q3 / Q4 2018, a very modest profit of a couple hundred-million dollars. But this was very quickly wiped out by Q1 2019 with a $700 Million loss and $1.4 Billion negative cash flow.
Tesla's financials are a complete disaster. Tesla's stock price has absolutely no bearing on its financials. Investors are chasing Tesla's future, they're hooked onto its story and 10-year plan. Tesla investors always ignore the finances of today.
So Uber / Lyft will fail at a later date than Tesla will fail. Note that Uber/Lyft can potentially become profitable by simply raising prices, but there's no easy way for Tesla to raise prices. (In fact, they haven't really deployed the promised $35,000 M3 yet in wide numbers. Tesla's customers are still expecting price cuts... to get to the $35k number)
I still think that traditional auto makers are in big trouble, some of them in far bigger trouble than Tesla. If the trend towards electric vehicles accelerates they are potentially sitting on mountains of stranded costs.