I can understand people having bearish sentiment over what's...

I can understand people having bearish sentiment over what's transpired over the last few days and you raise pretty valid points.
I think the misconception though is that the EV industry is a small pool with Tesla taking up the space, when in fact its a big pool with enough room for a lot of companies and not just Tesla.
Have a look at the amount of startups around EV...Lucid, Revian, Arcimoto,NIO, Xiaopeng, etc..and thats not including the charging stations Blink, Electrifyamerica.
There's plenty of room for supply agreements.