Anecdotally, I know someone who saw the Electric Hummer commercial during the Super Bowl earlier this year and it led him down a path that ended in him buying a Model Y a few weeks ago. Other players announcing vehicles that are years away from production is a net positive for Tesla sales. It's counter intuitive so not many people under stand that but it is definitely a thing from what I've observed. The mechanism is that you have these companies talking about electric vehicles which brings more attention to the coming change in technology and Tesla has a wider selection of best in class for the price electric vehicles than anyone else that you can buy right now and not wait.
I think the Ford electric F150 will sell like mad if it's reliable. Modern gas and diesel trucks are kinda a mechanical nightmare at this point. Used to be they were simpler than cars. Easy to work on. Now they are as complex. And as hard to work on as vans, of not more so. Means if anything goes wrong $$$.
Electric, more reliable, easier to work on. With the same or better performance.
If the early adopters have a good experience, everyone else is going to follow.
Not entirely on topic, but I'm curious whether their interest will shift to the electric Ford truck.