> Once big auto moves to EVs, what will happen to Tesla?

I am very skeptical that this is ever going to happen, at least in any meaningful way. It's been pretty well established over the past couple of decades that corporations cannot steer away from their core profit centers, and thus far the auto manufacturers have done nothing to disprove this theory. So far, they have almost exclusively done nothing other than announcing future plans, but have not been able to pivot away from their core competencies.

There is a widespread belief that it is inevitable that Detroit, etc., will start producing EVs, and once they do so that Tesla will be crushed in very short order. I have seen no evidence to support this belief, despite Tesla having been in the market for over a decade.