Let's make this clear:
Big auto has to cannibalize gas car growth to grow it's electric car sales and sell them at a loss to compete on sticker price. More electric car sales, lower gas car sales. If lower gas car sales, can't finance growing electric car sales and investment.
I give it a term.
Structural implosion.
Now, look at Tesla's total addressable market globally.
Here's another one, but for utility/energy industry:
Tesla offers cheaper, more local, not rate payer captured *kwh* than PG&E(any big utility)to "gas up" those electric cars. They will be at your grocery store, you favorite coffee shop, your air bnb... solar+energy storage banks, megapacks that a city community can store their excess solar on, and retrieve like "cloud energy" for a "app" from Apple App Store for 9.99/month or priced out on a per kwh basis, cheaper direct $/kwh than utility. This in addition to home solar+storage cheaper, non rate payer captured long term kwh to be used at home, with option to join established energy banking services as well as direct peer to peer "energy share" market.
Tesla can install this capacity at a fraction the time and cost the utility can. ie peaker plants take nearly a decade from planning, approval, to build and running where same solar+storage in a matter of 3 months or less at scale. That's not to mention utilities plan on a 20 year basis then put it to commissions to raise rate payer rates to pay for it.
Again, structural implosion.
Now, look at Tesla's total addressable kwh market globally. (over 150,000+ twh/year globally and say Tesla revenue is .05-.10/kwh at 5% marketshare)
Good news, Tesla is growing rapidly and can ensure your auto and utility customers can transition to Tesla products and services a fast as gigafactories come online, now at about 1-1.5 years per factory and are starting to build multiple at a time.