I disagree on innovation? Most of those other companies are slight changes over the years, Tesla put ev's on the map and continue to dream big. Having said that the past =/= the future so innovation might come from wherever, I think Tesla has an adv b/c they are not a traditional car company and have a tech mindset.

Volume you are right, up until now they were really the only option for all electric and that's changing. They do have another good advantage depending on how they play it: superchargers. They have a really good network of supercharging stations which could be strong for them going forward