> Do Tesla shareholders think the rest of the auto industry are in a coma?

I have no idea what institutional investors think, and they're probably the relevant group here.

From the way I've observed individuals discussing it, defending it, on HN… it pattern-matches to my understanding of what people these days call "main character syndrome", i.e. that the other companies are just a supporting cast to provide an interesting challenge for the only one that's not an NPC.