Cool - so Ford will have to stop attacking EVs as a general class as well - which should indirectly help Tesla as well.
~100 million EVs per year need to be manufactured for a 10 year period just to replace the 1 billion ICE vehicles - there's enough of demand for both Tesla and Rivian.
The flip side is that Tesla will have to execute well in the premium class, to protect their U.S. market share from Rivian. (But for years the main competition should be ICE makes, not other EV makers.)
This also probably removes Ford from the list of mystery ICE manufacturers that could partner with Tesla as per the rumor
@KarenRei heard from a reliable source. Pretty much only GM and FCA are left as candidates, and both are plausible candidates as eventual partners to Tesla.