Don't smoke your own stash. Tesla will possibly not survive 5 years, let alone transform markets, if we have a prolonged recession. Go read a history book.
5 years from now, this will mostly be Tesla.
1. Cybercab and FSD will change how people view cars. Instead of paying for a car, gas, and insurance for a car that spends 90% of its time parked, people will get Teslas that allow them to work or relax when then are using them, and then make money for them when they aren't.
2. Mentality shift. A decade ago, I saw someone get yelled at in a bar in Texas for having a Tesla because "EVs are unAmerican." Now, there is no car more American than a Tesla, and a Cybertruck is better than an F150.