My guess is based on research as well. I don't think yuor research gives you the right to say I don't know what I'm talking about just because I've come to different conclusions.
Batteries are obviously the biggest issue, but I suspect most manufacturers will be looking at contracting that out, like they do for many auto parts.
And yes, Tesla is of course a major EV manufacturer and I suspect they'll be in amongst that group of leaders, but will fall behind them on sales numbers. I don't think they will still be #1.
And if you want to go by what auto makers say they've done vs achieved..well Tesla is full of those examples as well.
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