I think you'd actually see the opposite. Tesla is building additional EV capacity at an absurd rate, onlining a 500k/yr capacity factory almost every year the last few years (Shanghai, Berlin, Austin) with more on the way (Mexico).
Volkswagen is up to 572K EV sales per year despite only starting to focus on the category in 2017.
Well, in the US, Tesla had 74% of the electric vehicle share in January 2022. It had 57% in January 2023. That seems to tell its own story.